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 7-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 | $45,274 | $133,958-66.2% | $112,228-59.7% | $134,475-66.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.95% | 47.11%-65.1pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,233 | $4,038-69.5% | $3,635-66.1% | $4,740-74.0% |
| Participant deferral / active EE | $10,723 | $5,291+102.7% | $4,728+126.8% | $6,400+67.5% |
| Admin fee / account holder | $18 | $7,489-99.8% | $6,410-99.7% | $11,426-99.8% |