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 | $50,725 | $97,044-47.7% | $83,333-39.1% | $135,375-62.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.93% | 12.31%-20.2pp | 10.63%-18.6pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,759 | $4,143-57.5% | $3,379-47.9% | $4,779-63.2% |
| Participant deferral / active EE | $4,573 | $5,964-23.3% | $5,565-17.8% | $5,609-18.5% |
| Admin fee / account holder | $26 | $8,380-99.7% | $7,510-99.7% | $10,827-99.8% |