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 | $52,334 | $85,790-39.0% | $67,313-22.3% | $135,375-61.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.44% | -0.54%-4.9pp | -4.08%-1.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $8,333 | $3,487+139.0% | $2,566+224.8% | $4,779+74.4% |
| Participant deferral / active EE | $7,603 | $4,651+63.5% | $3,568+113.1% | $5,609+35.6% |
| Admin fee / account holder | $145 | $6,392-97.7% | $4,507-96.8% | $10,827-98.7% |