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 6-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 | $68,486 | $93,024-26.4% | $77,024-11.1% | $134,475-49.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.40% | 62.60%-75.0pp | 42.32%-54.7pp | 417.96%-430.4pp |
| Employer contribution / active EE | $28,098 | $3,418+722.1% | $2,812+899.1% | $4,740+492.8% |
| Participant deferral / active EE | $2,729 | $5,238-47.9% | $4,426-38.4% | $6,400-57.4% |
| Admin fee / account holder | $61 | $6,944-99.1% | $5,425-98.9% | $11,426-99.5% |