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 | $52,215 | $95,862-45.5% | $79,550-34.4% | $134,475-61.2% |
| Participation rate | 95.8% | 75.0%+20.8pp | 69.5%+26.3pp | 81.2%+14.6pp |
| Annual return | -15.36% | -2.69%-12.7pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $10,074 | $3,128+222.1% | $2,413+317.5% | $4,740+112.6% |
| Participant deferral / active EE | $4,754 | $4,693+1.3% | $3,985+19.3% | $6,400-25.7% |
| Admin fee / account holder | $144 | $9,126-98.4% | $6,832-97.9% | $11,426-98.7% |