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 | $51,775 | $78,694-34.2% | $67,652-23.5% | $125,391-58.7% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.1pp | 83.2%+2.5pp |
| Annual return | -1.46% | 9.46%-10.9pp | 6625.04%-6626.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $852 | $3,044-72.0% | $2,266-62.4% | $4,866-82.5% |
| Participant deferral / active EE | $2,522 | $4,292-41.2% | $3,560-29.2% | $5,352-52.9% |
| Admin fee / account holder | $255 | $7,403-96.6% | $4,821-94.7% | $9,540-97.3% |