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 | $28,433 | $97,044-70.7% | $83,333-65.9% | $135,375-79.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.12% | 12.31%-19.4pp | 10.63%-17.8pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,538 | $4,143-14.6% | $3,379+4.7% | $4,779-26.0% |
| Participant deferral / active EE | $8,918 | $5,964+49.5% | $5,565+60.3% | $5,609+59.0% |
| Admin fee / account holder | $15 | $8,380-99.8% | $7,510-99.8% | $10,827-99.9% |