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 | $78,062 | $95,193-18.0% | $76,523+2.0% | $135,375-42.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.00% | 4.85%-14.9pp | -0.27%-9.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,183 | $3,302-64.2% | $2,647-55.3% | $4,779-75.2% |
| Participant deferral / active EE | $2,479 | $4,639-46.6% | $3,835-35.4% | $5,609-55.8% |
| Admin fee / account holder | $35 | $6,249-99.4% | $4,848-99.3% | $10,827-99.7% |