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 | $53,636 | $77,813-31.1% | $123,544-56.6% | $64,186-16.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.30% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $5,332 | $3,014+76.9% | $4,628+15.2% | $2,381+124.0% |
| Participant deferral / active EE | $4,436 | $5,240-15.3% | $6,426-31.0% | $3,470+27.8% |
| Admin fee / account holder | $296 | $5,519-94.6% | $9,284-96.8% | $4,888-94.0% |