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 | $40,259 | $82,664-51.3% | $125,339-67.9% | $68,494-41.2% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -9.46% | -5.97%-3.5pp | 572.05%-581.5pp | -7.84%-1.6pp |
| Employer contribution / active EE | $3,384 | $3,381+0.1% | $4,814-29.7% | $2,596+30.3% |
| Participant deferral / active EE | $3,594 | $6,110-41.2% | $7,446-51.7% | $4,027-10.7% |
| Admin fee / account holder | $64 | $6,275-99.0% | $10,010-99.4% | $5,403-98.8% |