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 | $63,674 | $90,590-29.7% | $90,782-29.9% | $135,375-53.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -1.02% | -3.40%+2.4pp | -3.42%+2.4pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,891 | $4,352-56.6% | $4,105-53.9% | $4,779-60.4% |
| Participant deferral / active EE | $4,997 | $5,407-7.6% | $5,366-6.9% | $5,609-10.9% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |