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 | $55,333 | $69,518-20.4% | $59,878-7.6% | $135,375-59.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.56% | 7.94%-12.5pp | 3.46%-8.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,527 | $3,235-52.8% | $2,722-43.9% | $4,779-68.0% |
| Participant deferral / active EE | $2,789 | $4,206-33.7% | $3,402-18.0% | $5,609-50.3% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |