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 | $48,949 | $85,790-42.9% | $67,313-27.3% | $135,375-63.8% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | -0.94% | -0.54%-0.4pp | -4.08%+3.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $2,194 | $3,487-37.1% | $2,566-14.5% | $4,779-54.1% |
| Participant deferral / active EE | $6,070 | $4,651+30.5% | $3,568+70.1% | $5,609+8.2% |
| Admin fee / account holder | $20 | $6,392-99.7% | $4,507-99.6% | $10,827-99.8% |