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 | $84,941 | $129,942-34.6% | $104,294-18.6% | $134,475-36.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.57% | 42.03%-57.6pp | 24.61%-40.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,120 | $4,184-49.3% | $3,372-37.1% | $4,740-55.3% |
| Participant deferral / active EE | $1,723 | $5,588-69.2% | $4,625-62.8% | $6,400-73.1% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |