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 | $57,236 | $99,032-42.2% | $80,019-28.5% | $135,375-57.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.20% | 15.39%-19.6pp | 11.22%-15.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,835 | $3,043-6.8% | $2,468+14.9% | $4,779-40.7% |
| Participant deferral / active EE | $5,853 | $4,282+36.7% | $3,686+58.8% | $5,609+4.4% |
| Admin fee / account holder | $10 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |