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 | $54,333 | $142,344-61.8% | $119,609-54.6% | $134,475-59.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.97% | -12.44%-3.5pp | -14.97%-1.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,922 | $5,222-44.0% | $4,232-31.0% | $4,740-38.4% |
| Participant deferral / active EE | $10,524 | $6,469+62.7% | $5,602+87.9% | $6,400+64.4% |
| Admin fee / account holder | $221 | $13,584-98.4% | $10,323-97.9% | $11,426-98.1% |