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 | $36,693 | $167,307-78.1% | $143,757-74.5% | $134,475-72.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.88% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,507 | $5,619-19.8% | $4,951-9.0% | $4,740-4.9% |
| Participant deferral / active EE | $3,843 | $6,446-40.4% | $5,637-31.8% | $6,400-39.9% |
| Admin fee / account holder | $133 | $18,088-99.3% | $14,673-99.1% | $11,426-98.8% |