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 | $33,462 | $211,958-84.2% | $169,463-80.3% | $135,375-75.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.56% | 3.26%-8.8pp | 1.83%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,439 | $5,120-71.9% | $4,159-65.4% | $4,779-69.9% |
| Participant deferral / active EE | $9,294 | $6,075+53.0% | $5,277+76.1% | $5,609+65.7% |
| Admin fee / account holder | $136 | $11,471-98.8% | $9,109-98.5% | $10,827-98.7% |