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 | $40,416 | $49,177-17.8% | $79,464-49.1% | $64,186-37.0% |
| Participation rate | 82.4% | 65.0%+17.3pp | 73.3%+9.0pp | 69.6%+12.8pp |
| Annual return | -5.08% | -1.16%-3.9pp | 718.14%-723.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,063 | $2,076-0.6% | $2,800-26.3% | $2,381-13.4% |
| Participant deferral / active EE | $1,918 | $2,821-32.0% | $3,704-48.2% | $3,470-44.7% |
| Admin fee / account holder | $287 | $3,839-92.5% | $5,113-94.4% | $4,888-94.1% |