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 | $75,764 | $99,032-23.5% | $80,019-5.3% | $135,375-44.0% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -6.98% | 15.39%-22.4pp | 11.22%-18.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,198 | $3,043-60.6% | $2,468-51.5% | $4,779-74.9% |
| Participant deferral / active EE | $3,475 | $4,282-18.9% | $3,686-5.7% | $5,609-38.0% |
| Admin fee / account holder | $10 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |