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 | $33,853 | $92,222-63.3% | $76,768-55.9% | $135,375-75.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.10% | 5.46%-8.6pp | 2.43%-5.5pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,150 | $3,216-33.2% | $2,485-13.5% | $4,779-55.0% |
| Participant deferral / active EE | $5,764 | $4,509+27.8% | $3,852+49.6% | $5,609+2.8% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |