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 | $38,323 | $99,032-61.3% | $80,019-52.1% | $135,375-71.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.66% | 15.39%-24.0pp | 11.22%-19.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,503 | $3,043-50.6% | $2,468-39.1% | $4,779-68.5% |
| Participant deferral / active EE | $4,659 | $4,282+8.8% | $3,686+26.4% | $5,609-16.9% |
| Admin fee / account holder | $259 | $10,436-97.5% | $6,521-96.0% | $10,827-97.6% |