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 6-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 | $42,025 | $100,754-58.3% | $86,677-51.5% | $134,475-68.7% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -12.34% | 29.04%-41.4pp | 35.91%-48.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,139 | $3,489-38.7% | $2,836-24.6% | $4,740-54.9% |
| Participant deferral / active EE | $6,136 | $5,338+14.9% | $4,656+31.8% | $6,400-4.1% |
| Admin fee / account holder | $188 | $10,926-98.3% | $7,493-97.5% | $11,426-98.4% |