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 5-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 | $31,485 | $100,754-68.8% | $86,677-63.7% | $134,475-76.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.96% | 29.04%-38.0pp | 35.91%-44.9pp | 417.96%-426.9pp |
| Employer contribution / active EE | $2,839 | $3,489-18.6% | $2,836+0.1% | $4,740-40.1% |
| Participant deferral / active EE | $14,306 | $5,338+168.0% | $4,656+207.3% | $6,400+123.5% |
| Admin fee / account holder | $15 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |