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 | $80,537 | $84,527-4.7% | $67,711+18.9% | $125,391-35.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.29% | 2.57%-5.9pp | 25.41%-28.7pp | 282.22%-285.5pp |
| Employer contribution / active EE | $3,288 | $3,292-0.1% | $2,559+28.5% | $4,866-32.4% |
| Participant deferral / active EE | $11,772 | $4,429+165.8% | $3,585+228.4% | $5,352+120.0% |
| Admin fee / account holder | $53 | $5,340-99.0% | $4,255-98.8% | $9,540-99.4% |