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 | $46,155 | $92,222-50.0% | $76,768-39.9% | $135,375-65.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.49% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,188 | $3,216-63.1% | $2,485-52.2% | $4,779-75.1% |
| Participant deferral / active EE | $2,883 | $4,509-36.1% | $3,852-25.2% | $5,609-48.6% |
| Admin fee / account holder | $151 | $10,748-98.6% | $6,675-97.7% | $10,827-98.6% |