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 | $47,677 | $167,484-71.5% | $151,611-68.6% | $134,475-64.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.48% | 7.80%-25.3pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,906 | $6,829-72.1% | $6,166-69.1% | $4,740-59.8% |
| Participant deferral / active EE | $3,676 | $8,986-59.1% | $8,363-56.0% | $6,400-42.6% |
| Admin fee / account holder | $22 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |