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 | $48,248 | $100,754-52.1% | $86,677-44.3% | $134,475-64.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.76% | 29.04%-46.8pp | 35.91%-53.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,853 | $3,489-18.2% | $2,836+0.6% | $4,740-39.8% |
| Participant deferral / active EE | $15,907 | $5,338+198.0% | $4,656+241.7% | $6,400+148.6% |
| Admin fee / account holder | $220 | $10,926-98.0% | $7,493-97.1% | $11,426-98.1% |