See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,826 | $167,307-78.6% | $143,757-75.1% | $134,475-73.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.51% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,543 | $5,619-54.7% | $4,951-48.6% | $4,740-46.3% |
| Participant deferral / active EE | $5,062 | $6,446-21.5% | $5,637-10.2% | $6,400-20.9% |
| Admin fee / account holder | $122 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |