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 | $48,861 | $123,918-60.6% | $108,884-55.1% | $135,375-63.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 64.3%+35.7pp | 82.6%+17.4pp |
| Annual return | -14.82% | 0.89%-15.7pp | -0.99%-13.8pp | 519.73%-534.6pp |
| Employer contribution / active EE | $10,650 | $4,313+147.0% | $3,750+184.0% | $4,779+122.9% |
| Participant deferral / active EE | $10,650 | $6,949+53.3% | $6,178+72.4% | $5,609+89.9% |
| Admin fee / account holder | $0 | $8,592-100.0% | $7,560-100.0% | $10,827-100.0% |