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 | $38,865 | $211,958-81.7% | $169,463-77.1% | $135,375-71.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.45% | 3.26%-9.7pp | 1.83%-8.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,837 | $5,120-64.1% | $4,159-55.8% | $4,779-61.6% |
| Participant deferral / active EE | $3,697 | $6,075-39.2% | $5,277-29.9% | $5,609-34.1% |
| Admin fee / account holder | $151 | $11,471-98.7% | $9,109-98.3% | $10,827-98.6% |