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 | $29,504 | $133,958-78.0% | $112,228-73.7% | $134,475-78.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.07% | 47.11%-62.2pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,694 | $4,038-58.0% | $3,635-53.4% | $4,740-64.3% |
| Participant deferral / active EE | $3,477 | $5,291-34.3% | $4,728-26.5% | $6,400-45.7% |
| Admin fee / account holder | $250 | $7,489-96.7% | $6,410-96.1% | $11,426-97.8% |