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 | $52,909 | $167,307-68.4% | $143,757-63.2% | $134,475-60.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.59% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $5,115 | $5,619-9.0% | $4,951+3.3% | $4,740+7.9% |
| Participant deferral / active EE | $5,246 | $6,446-18.6% | $5,637-6.9% | $6,400-18.0% |
| Admin fee / account holder | $17 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |