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 | $53,821 | $69,518-22.6% | $59,878-10.1% | $135,375-60.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.18% | 7.94%-16.1pp | 3.46%-11.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,181 | $3,235-1.7% | $2,722+16.9% | $4,779-33.4% |
| Participant deferral / active EE | $8,041 | $4,206+91.2% | $3,402+136.4% | $5,609+43.4% |
| Admin fee / account holder | $63 | $5,734-98.9% | $3,590-98.2% | $10,827-99.4% |