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 | $50,439 | $72,177-30.1% | $115,037-56.2% | $59,632-15.4% |
| Participation rate | 93.3% | 72.6%+20.8pp | 81.4%+12.0pp | 68.7%+24.7pp |
| Annual return | -0.12% | 12.02%-12.1pp | 26.14%-26.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $5,681 | $2,841+99.9% | $4,608+23.3% | $2,203+157.9% |
| Participant deferral / active EE | $8,367 | $4,783+74.9% | $6,026+38.8% | $3,192+162.1% |
| Admin fee / account holder | -$20 | $4,927-100.4% | $8,175-100.2% | $4,297-100.5% |