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 | $63,054 | $95,193-33.8% | $76,523-17.6% | $135,375-53.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.64% | 4.85%-13.5pp | -0.27%-8.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $6,751 | $3,302+104.4% | $2,647+155.0% | $4,779+41.3% |
| Participant deferral / active EE | $9,348 | $4,639+101.5% | $3,835+143.7% | $5,609+66.7% |
| Admin fee / account holder | $295 | $6,249-95.3% | $4,848-93.9% | $10,827-97.3% |