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 8-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 | $72,201 | $90,590-20.3% | $90,782-20.5% | $135,375-46.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -4.81% | -3.40%-1.4pp | -3.42%-1.4pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,161 | $4,352-4.4% | $4,105+1.4% | $4,779-12.9% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |