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 | $52,772 | $100,754-47.6% | $86,677-39.1% | $134,475-60.8% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -14.40% | 29.04%-43.4pp | 35.91%-50.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,630 | $3,489-53.3% | $2,836-42.5% | $4,740-65.6% |
| Participant deferral / active EE | $6,380 | $5,338+19.5% | $4,656+37.0% | $6,400-0.3% |
| Admin fee / account holder | $239 | $10,926-97.8% | $7,493-96.8% | $11,426-97.9% |