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 | $44,146 | $69,518-36.5% | $59,878-26.3% | $135,375-67.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.27% | 7.94%-13.2pp | 3.46%-8.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,409 | $3,235-56.5% | $2,722-48.2% | $4,779-70.5% |
| Participant deferral / active EE | $3,020 | $4,206-28.2% | $3,402-11.2% | $5,609-46.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |