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 | $53,360 | $90,590-41.1% | $90,782-41.2% | $135,375-60.6% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.6%-2.6pp |
| Annual return | -6.56% | -3.40%-3.2pp | -3.42%-3.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,795 | $4,352-58.8% | $4,105-56.3% | $4,779-62.4% |
| Participant deferral / active EE | $3,533 | $5,407-34.6% | $5,366-34.2% | $5,609-37.0% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |