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 | $41,932 | $50,958-17.7% | $74,550-43.8% | $64,186-34.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.30% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $432 | $1,115-61.3% | $1,961-78.0% | $2,381-81.9% |
| Participant deferral / active EE | $4,113 | $2,301+78.7% | $3,108+32.3% | $3,470+18.5% |
| Admin fee / account holder | $265 | $4,223-93.7% | $5,060-94.8% | $4,888-94.6% |