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 | $49,067 | $142,344-65.5% | $119,609-59.0% | $134,475-63.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.66% | -12.44%-5.2pp | -14.97%-2.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,113 | $5,222-2.1% | $4,232+20.8% | $4,740+7.9% |
| Participant deferral / active EE | $6,109 | $6,469-5.6% | $5,602+9.1% | $6,400-4.5% |
| Admin fee / account holder | $103 | $13,584-99.2% | $10,323-99.0% | $11,426-99.1% |