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 | $30,752 | $92,703-66.8% | $82,719-62.8% | $134,475-77.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.15% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $945 | $3,274-71.1% | $3,009-68.6% | $4,740-80.1% |
| Participant deferral / active EE | $3,982 | $4,802-17.1% | $4,395-9.4% | $6,400-37.8% |
| Admin fee / account holder | $135 | $5,983-97.7% | $5,329-97.5% | $11,426-98.8% |