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 | $51,677 | $90,600-43.0% | $79,464-35.0% | $135,375-61.8% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -5.78% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,502 | $3,068-51.1% | $2,800-46.4% | $4,779-68.6% |
| Participant deferral / active EE | $4,077 | $4,050+0.6% | $3,704+10.1% | $5,609-27.3% |
| Admin fee / account holder | $291 | $5,907-95.1% | $5,113-94.3% | $10,827-97.3% |