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 | $55,987 | $92,222-39.3% | $76,768-27.1% | $135,375-58.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.44% | 5.46%-12.9pp | 2.43%-9.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,402 | $3,216+5.8% | $2,485+36.9% | $4,779-28.8% |
| Participant deferral / active EE | $4,196 | $4,509-6.9% | $3,852+8.9% | $5,609-25.2% |
| Admin fee / account holder | $11 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |