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 | $78,043 | $107,791-27.6% | $90,645-13.9% | $135,375-42.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.65% | -0.90%-7.7pp | 1.88%-10.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,213 | $3,018-26.7% | $2,532-12.6% | $4,779-53.7% |
| Participant deferral / active EE | $7,720 | $3,872+99.4% | $3,425+125.4% | $5,609+37.6% |
| Admin fee / account holder | $45 | $5,930-99.2% | $4,994-99.1% | $10,827-99.6% |