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 | $19,518 | $90,600-78.5% | $79,464-75.4% | $135,375-85.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -4.01% | 977.43%-981.4pp | 718.14%-722.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $3,010 | $3,068-1.9% | $2,800+7.5% | $4,779-37.0% |
| Participant deferral / active EE | $4,044 | $4,050-0.1% | $3,704+9.2% | $5,609-27.9% |
| Admin fee / account holder | $155 | $5,907-97.4% | $5,113-97.0% | $10,827-98.6% |