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 | $42,922 | $100,754-57.4% | $86,677-50.5% | $134,475-68.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.80% | 29.04%-46.8pp | 35.91%-53.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,534 | $3,489-27.4% | $2,836-10.7% | $4,740-46.5% |
| Participant deferral / active EE | $2,269 | $5,338-57.5% | $4,656-51.3% | $6,400-64.5% |
| Admin fee / account holder | $294 | $10,926-97.3% | $7,493-96.1% | $11,426-97.4% |