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 | $47,860 | $129,942-63.2% | $104,294-54.1% | $134,475-64.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.79% | 42.03%-59.8pp | 24.61%-42.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,534 | $4,184-63.3% | $3,372-54.5% | $4,740-67.6% |
| Participant deferral / active EE | $3,835 | $5,588-31.4% | $4,625-17.1% | $6,400-40.1% |
| Admin fee / account holder | $20 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |