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 | $44,381 | $73,867-39.9% | $143,757-69.1% | $68,494-35.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.80% | 1.01%-11.8pp | -0.04%-10.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $7,365 | $3,184+131.3% | $4,951+48.8% | $2,596+183.7% |
| Participant deferral / active EE | $3,192 | $3,384-5.7% | $5,637-43.4% | $4,027-20.7% |
| Admin fee / account holder | $101 | $5,755-98.2% | $14,673-99.3% | $5,403-98.1% |