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 | $52,353 | $90,590-42.2% | $90,782-42.3% | $135,375-61.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.97% | -3.40%-4.6pp | -3.42%-4.6pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,000 | $4,352-31.1% | $4,105-26.9% | $4,779-37.2% |
| Participant deferral / active EE | $4,153 | $5,407-23.2% | $5,366-22.6% | $5,609-26.0% |
| Admin fee / account holder | $129 | $7,683-98.3% | $5,908-97.8% | $10,827-98.8% |