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 | $39,927 | $43,327-7.8% | $59,878-33.3% | $64,186-37.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.62% | -1.55%-5.1pp | 3.46%-10.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,309 | $2,028+63.1% | $2,722+21.6% | $2,381+39.0% |
| Participant deferral / active EE | $6,866 | $2,546+169.7% | $3,402+101.8% | $3,470+97.9% |
| Admin fee / account holder | $76 | $3,005-97.5% | $3,590-97.9% | $4,888-98.4% |