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 | $53,131 | $95,862-44.6% | $79,550-33.2% | $134,475-60.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.11% | -2.69%-11.4pp | 0.16%-14.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,637 | $3,128-47.7% | $2,413-32.2% | $4,740-65.5% |
| Participant deferral / active EE | $6,101 | $4,693+30.0% | $3,985+53.1% | $6,400-4.7% |
| Admin fee / account holder | $196 | $9,126-97.9% | $6,832-97.1% | $11,426-98.3% |