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 | $48,714 | $105,860-54.0% | $90,749-46.3% | $134,475-63.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.07% | -11.01%-9.1pp | -12.16%-7.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,127 | $3,462-9.7% | $2,921+7.1% | $4,740-34.0% |
| Participant deferral / active EE | $3,506 | $5,216-32.8% | $4,564-23.2% | $6,400-45.2% |
| Admin fee / account holder | $267 | $13,938-98.1% | $8,445-96.8% | $11,426-97.7% |