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 | $38,420 | $95,862-59.9% | $79,550-51.7% | $134,475-71.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -19.37% | -2.69%-16.7pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,807 | $3,128-42.2% | $2,413-25.1% | $4,740-61.9% |
| Participant deferral / active EE | $4,322 | $4,693-7.9% | $3,985+8.5% | $6,400-32.5% |
| Admin fee / account holder | $8 | $9,126-99.9% | $6,832-99.9% | $11,426-99.9% |