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 | $67,375 | $158,817-57.6% | $121,196-44.4% | $135,375-50.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.08% | -0.64%-6.4pp | 16.93%-24.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $11,704 | $5,665+106.6% | $4,022+191.0% | $4,779+144.9% |
| Participant deferral / active EE | $5,024 | $4,005+25.4% | $3,344+50.2% | $5,609-10.4% |
| Admin fee / account holder | $4 | $6,512-99.9% | $5,019-99.9% | $10,827-100.0% |