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 | $46,375 | $88,594-47.7% | $70,092-33.8% | $134,475-65.5% |
| Participation rate | 88.9% | 74.9%+14.0pp | 70.5%+18.4pp | 81.2%+7.7pp |
| Annual return | -12.69% | 442.67%-455.4pp | 190.73%-203.4pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,360 | $3,233-27.0% | $2,559-7.8% | $4,740-50.2% |
| Participant deferral / active EE | $3,713 | $4,772-22.2% | $3,849-3.5% | $6,400-42.0% |
| Admin fee / account holder | $199 | $10,441-98.1% | $6,267-96.8% | $11,426-98.3% |