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 | $43,990 | $99,032-55.6% | $80,019-45.0% | $135,375-67.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.73% | 15.39%-23.1pp | 11.22%-19.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,918 | $3,043+28.7% | $2,468+58.8% | $4,779-18.0% |
| Participant deferral / active EE | $2,172 | $4,282-49.3% | $3,686-41.1% | $5,609-61.3% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |