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 | $64,018 | $69,518-7.9% | $59,878+6.9% | $135,375-52.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.24% | 7.94%-12.2pp | 3.46%-7.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,012 | $3,235-6.9% | $2,722+10.7% | $4,779-37.0% |
| Participant deferral / active EE | $7,119 | $4,206+69.3% | $3,402+109.3% | $5,609+26.9% |
| Admin fee / account holder | $62 | $5,734-98.9% | $3,590-98.3% | $10,827-99.4% |