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 | $56,967 | $100,754-43.5% | $86,677-34.3% | $134,475-57.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -7.06% | 29.04%-36.1pp | 35.91%-43.0pp | 417.96%-425.0pp |
| Employer contribution / active EE | $994 | $3,489-71.5% | $2,836-65.0% | $4,740-79.0% |
| Participant deferral / active EE | $4,748 | $5,338-11.0% | $4,656+2.0% | $6,400-25.8% |
| Admin fee / account holder | $128 | $10,926-98.8% | $7,493-98.3% | $11,426-98.9% |