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 | $29,525 | $99,032-70.2% | $80,019-63.1% | $135,375-78.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.05% | 15.39%-22.4pp | 11.22%-18.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $4,069 | $3,043+33.7% | $2,468+64.9% | $4,779-14.9% |
| Participant deferral / active EE | $4,069 | $4,282-5.0% | $3,686+10.4% | $5,609-27.5% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |