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 | $60,856 | $82,286-26.0% | $68,791-11.5% | $134,475-54.7% |
| Participation rate | 84.6% | 75.1%+9.6pp | 69.0%+15.6pp | 81.2%+3.4pp |
| Annual return | -13.97% | -2.19%-11.8pp | -6.38%-7.6pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,916 | $3,301-11.6% | $2,655+9.8% | $4,740-38.5% |
| Participant deferral / active EE | $2,969 | $4,739-37.3% | $3,941-24.7% | $6,400-53.6% |
| Admin fee / account holder | $5 | $6,481-99.9% | $4,932-99.9% | $11,426-100.0% |