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 | $53,123 | $158,817-66.6% | $121,196-56.2% | $135,375-60.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.53% | -0.64%-3.9pp | 16.93%-21.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,299 | $5,665-59.4% | $4,022-42.8% | $4,779-51.9% |
| Participant deferral / active EE | $3,547 | $4,005-11.4% | $3,344+6.0% | $5,609-36.8% |
| Admin fee / account holder | $75 | $6,512-98.8% | $5,019-98.5% | $10,827-99.3% |