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 | $51,935 | $147,167-64.7% | $111,392-53.4% | $135,375-61.6% |
| Participation rate | 89.5% | 84.0%+5.4pp | 78.9%+10.6pp | 82.6%+6.8pp |
| Annual return | -6.91% | -4.44%-2.5pp | -2.06%-4.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,817 | $5,204-26.6% | $4,328-11.8% | $4,779-20.1% |
| Participant deferral / active EE | $4,389 | $6,565-33.1% | $5,567-21.2% | $5,609-21.7% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |