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 6-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 | $40,083 | $99,640-59.8% | $86,436-53.6% | $134,475-70.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.03% | 6782.58%-6799.6pp | 4394.89%-4411.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $6,055 | $4,400+37.6% | $3,769+60.7% | $4,740+27.8% |
| Participant deferral / active EE | $6,055 | $7,246-16.4% | $6,952-12.9% | $6,400-5.4% |
| Admin fee / account holder | $30 | $8,371-99.6% | $6,731-99.6% | $11,426-99.7% |