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 | $50,351 | $69,010-27.0% | $159,960-68.5% | $68,494-26.5% |
| Participation rate | 96.0% | 65.4%+30.6pp | 78.0%+18.0pp | 67.9%+28.1pp |
| Annual return | -10.09% | -9.65%-0.4pp | 408.60%-418.7pp | -7.84%-2.3pp |
| Employer contribution / active EE | $576 | $2,213-74.0% | $4,226-86.4% | $2,596-77.8% |
| Participant deferral / active EE | $2,303 | $4,212-45.3% | $6,182-62.8% | $4,027-42.8% |
| Admin fee / account holder | $245 | $4,798-94.9% | $8,698-97.2% | $5,403-95.5% |