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 | $31,961 | $107,791-70.3% | $90,645-64.7% | $135,375-76.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -2.72% | -0.90%-1.8pp | 1.88%-4.6pp | 519.73%-522.5pp |
| Employer contribution / active EE | $5,767 | $3,018+91.1% | $2,532+127.8% | $4,779+20.7% |
| Participant deferral / active EE | $6,065 | $3,872+56.6% | $3,425+77.1% | $5,609+8.1% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |