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 | $51,455 | $84,527-39.1% | $67,711-24.0% | $125,391-59.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.87% | 2.57%-4.4pp | 25.41%-27.3pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,062 | $3,292-37.4% | $2,559-19.4% | $4,866-57.6% |
| Participant deferral / active EE | $6,076 | $4,429+37.2% | $3,585+69.5% | $5,352+13.5% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |