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 | $31,864 | $85,790-62.9% | $67,313-52.7% | $135,375-76.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.78% | -0.54%-5.2pp | -4.08%-1.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,300 | $3,487-62.7% | $2,566-49.3% | $4,779-72.8% |
| Participant deferral / active EE | $1,300 | $4,651-72.0% | $3,568-63.6% | $5,609-76.8% |
| Admin fee / account holder | $87 | $6,392-98.6% | $4,507-98.1% | $10,827-99.2% |