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 | $64,146 | $95,862-33.1% | $79,550-19.4% | $134,475-52.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.13% | -2.69%-15.4pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $898 | $3,128-71.3% | $2,413-62.8% | $4,740-81.1% |
| Participant deferral / active EE | $9,210 | $4,693+96.3% | $3,985+131.1% | $6,400+43.9% |
| Admin fee / account holder | $218 | $9,126-97.6% | $6,832-96.8% | $11,426-98.1% |