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 | $56,091 | $95,193-41.1% | $76,523-26.7% | $135,375-58.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.55% | 4.85%-8.4pp | -0.27%-3.3pp | 519.73%-523.3pp |
| Employer contribution / active EE | $3,013 | $3,302-8.8% | $2,647+13.8% | $4,779-37.0% |
| Participant deferral / active EE | $4,260 | $4,639-8.2% | $3,835+11.1% | $5,609-24.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |