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 | $32,840 | $57,354-42.7% | $83,848-60.8% | $64,186-48.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.08% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,318 | $2,545+69.6% | $3,631+18.9% | $2,381+81.4% |
| Participant deferral / active EE | $3,032 | $2,993+1.3% | $4,082-25.7% | $3,470-12.6% |
| Admin fee / account holder | $284 | $4,046-93.0% | $5,478-94.8% | $4,888-94.2% |