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 | $48,566 | $86,699-44.0% | $73,307-33.7% | $125,391-61.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.02% | 2.78%-3.8pp | 5.67%-6.7pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,319 | $4,152-68.2% | $3,237-59.3% | $4,866-72.9% |
| Participant deferral / active EE | $1,687 | $5,550-69.6% | $4,991-66.2% | $5,352-68.5% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |