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 | $38,781 | $54,350-28.6% | $82,719-53.1% | $68,494-43.4% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -17.99% | -13.67%-4.3pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $809 | $2,218-63.5% | $3,009-73.1% | $2,596-68.8% |
| Participant deferral / active EE | $2,419 | $3,246-25.5% | $4,395-45.0% | $4,027-39.9% |
| Admin fee / account holder | $161 | $4,395-96.3% | $5,329-97.0% | $5,403-97.0% |