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 | $112,694 | $147,167-23.4% | $111,392+1.2% | $135,375-16.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -5.89% | -4.44%-1.5pp | -2.06%-3.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,230 | $5,204-57.1% | $4,328-48.5% | $4,779-53.3% |
| Participant deferral / active EE | $3,710 | $6,565-43.5% | $5,567-33.4% | $5,609-33.9% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |