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 | $60,803 | $64,707-6.0% | $112,228-45.8% | $68,494-11.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.81% | -11.40%-0.4pp | 27.45%-39.3pp | -7.84%-4.0pp |
| Employer contribution / active EE | $6,872 | $2,746+150.3% | $3,635+89.1% | $2,596+164.7% |
| Participant deferral / active EE | $5,588 | $3,565+56.8% | $4,728+18.2% | $4,027+38.8% |
| Admin fee / account holder | $277 | $5,232-94.7% | $6,410-95.7% | $5,403-94.9% |