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 | $61,317 | $107,791-43.1% | $90,645-32.4% | $135,375-54.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.17% | -0.90%-7.3pp | 1.88%-10.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,362 | $3,018-21.7% | $2,532-6.7% | $4,779-50.6% |
| Participant deferral / active EE | $6,197 | $3,872+60.0% | $3,425+81.0% | $5,609+10.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |