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 | $33,698 | $90,600-62.8% | $79,464-57.6% | $135,375-75.1% |
| Participation rate | 85.0% | 76.0%+9.0pp | 73.3%+11.7pp | 82.6%+2.4pp |
| Annual return | -5.15% | 977.43%-982.6pp | 718.14%-723.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,003 | $3,068-67.3% | $2,800-64.2% | $4,779-79.0% |
| Participant deferral / active EE | $5,638 | $4,050+39.2% | $3,704+52.2% | $5,609+0.5% |
| Admin fee / account holder | $123 | $5,907-97.9% | $5,113-97.6% | $10,827-98.9% |