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 | $68,533 | $93,024-26.3% | $77,024-11.0% | $134,475-49.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.74% | 62.60%-78.3pp | 42.32%-58.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $28,397 | $3,418+730.8% | $2,812+909.8% | $4,740+499.1% |
| Participant deferral / active EE | $17,600 | $5,238+236.0% | $4,426+297.6% | $6,400+175.0% |
| Admin fee / account holder | $127 | $6,944-98.2% | $5,425-97.7% | $11,426-98.9% |