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 | $79,585 | $93,024-14.4% | $77,024+3.3% | $134,475-40.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.57% | 62.60%-79.2pp | 42.32%-58.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $15,412 | $3,418+350.9% | $2,812+448.0% | $4,740+225.2% |
| Participant deferral / active EE | $5,836 | $5,238+11.4% | $4,426+31.8% | $6,400-8.8% |
| Admin fee / account holder | $203 | $6,944-97.1% | $5,425-96.2% | $11,426-98.2% |