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 | $46,053 | $78,694-41.5% | $67,652-31.9% | $125,391-63.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.05% | 9.46%-9.5pp | 6625.04%-6625.1pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,625 | $3,044-46.6% | $2,266-28.3% | $4,866-66.6% |
| Participant deferral / active EE | $2,031 | $4,292-52.7% | $3,560-42.9% | $5,352-62.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |