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 | $90,194 | $105,860-14.8% | $90,749-0.6% | $134,475-32.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.01% | -11.01%-7.0pp | -12.16%-5.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,131 | $3,462-9.6% | $2,921+7.2% | $4,740-33.9% |
| Participant deferral / active EE | $7,399 | $5,216+41.9% | $4,564+62.1% | $6,400+15.6% |
| Admin fee / account holder | $11 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |