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 | $97,851 | $92,222+6.1% | $76,768+27.5% | $135,375-27.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.58% | 5.46%-13.0pp | 2.43%-10.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,722 | $3,216-46.5% | $2,485-30.7% | $4,779-64.0% |
| Participant deferral / active EE | $15,187 | $4,509+236.8% | $3,852+294.3% | $5,609+170.8% |
| Admin fee / account holder | $22 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |