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 | $37,878 | $72,404-47.7% | $110,238-65.6% | $64,186-41.0% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.6%+24.4pp |
| Annual return | -6.99% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,424 | $2,282-37.6% | $3,826-62.8% | $2,381-40.2% |
| Participant deferral / active EE | $1,727 | $3,469-50.2% | $4,672-63.0% | $3,470-50.2% |
| Admin fee / account holder | $293 | $5,664-94.8% | $8,547-96.6% | $4,888-94.0% |