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 | $41,557 | $117,690-64.7% | $71,735-42.1% | $134,475-69.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -20.50% | 25.44%-45.9pp | 9.14%-29.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $616 | $2,525-75.6% | $1,704-63.9% | $4,740-87.0% |
| Participant deferral / active EE | $3,298 | $3,759-12.3% | $2,658+24.1% | $6,400-48.5% |
| Admin fee / account holder | $97 | $6,379-98.5% | $3,974-97.6% | $11,426-99.1% |