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 | $45,107 | $167,307-73.0% | $143,757-68.6% | $134,475-66.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.62% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,347 | $5,619-58.2% | $4,951-52.6% | $4,740-50.5% |
| Participant deferral / active EE | $7,136 | $6,446+10.7% | $5,637+26.6% | $6,400+11.5% |
| Admin fee / account holder | $188 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |