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 | $51,817 | $167,484-69.1% | $151,611-65.8% | $134,475-61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.03% | 7.80%-23.8pp | 3.33%-19.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,386 | $6,829-65.1% | $6,166-61.3% | $4,740-49.7% |
| Participant deferral / active EE | $8,823 | $8,986-1.8% | $8,363+5.5% | $6,400+37.9% |
| Admin fee / account holder | $49 | $13,783-99.6% | $11,616-99.6% | $11,426-99.6% |