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 | $67,454 | $82,286-18.0% | $68,791-1.9% | $134,475-49.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.84% | -2.19%-14.6pp | -6.38%-10.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,428 | $3,301-26.4% | $2,655-8.6% | $4,740-48.8% |
| Participant deferral / active EE | $6,287 | $4,739+32.7% | $3,941+59.5% | $6,400-1.8% |
| Admin fee / account holder | $20 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |