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 | $41,834 | $211,958-80.3% | $169,463-75.3% | $135,375-69.1% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -4.38% | 3.26%-7.6pp | 1.83%-6.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,484 | $5,120-71.0% | $4,159-64.3% | $4,779-68.9% |
| Participant deferral / active EE | $3,706 | $6,075-39.0% | $5,277-29.8% | $5,609-33.9% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |