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 | $32,988 | $133,958-75.4% | $112,228-70.6% | $134,475-75.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.23% | 47.11%-51.3pp | 27.45%-31.7pp | 417.96%-422.2pp |
| Employer contribution / active EE | $980 | $4,038-75.7% | $3,635-73.0% | $4,740-79.3% |
| Participant deferral / active EE | $2,450 | $5,291-53.7% | $4,728-48.2% | $6,400-61.7% |
| Admin fee / account holder | $154 | $7,489-97.9% | $6,410-97.6% | $11,426-98.6% |