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 | $55,775 | $97,044-42.5% | $83,333-33.1% | $135,375-58.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.40% | 12.31%-18.7pp | 10.63%-17.0pp | 519.73%-526.1pp |
| Employer contribution / active EE | $9,626 | $4,143+132.3% | $3,379+184.9% | $4,779+101.4% |
| Participant deferral / active EE | $15,472 | $5,964+159.4% | $5,565+178.0% | $5,609+175.9% |
| Admin fee / account holder | $10 | $8,380-99.9% | $7,510-99.9% | $10,827-99.9% |