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 | $48,510 | $72,404-33.0% | $110,238-56.0% | $64,186-24.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.54% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,825 | $2,282+111.5% | $3,826+26.1% | $2,381+102.7% |
| Participant deferral / active EE | $2,872 | $3,469-17.2% | $4,672-38.5% | $3,470-17.2% |
| Admin fee / account holder | $285 | $5,664-95.0% | $8,547-96.7% | $4,888-94.2% |