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 | $59,920 | $158,817-62.3% | $121,196-50.6% | $135,375-55.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.39% | -0.64%-8.8pp | 16.93%-26.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,789 | $5,665-33.1% | $4,022-5.8% | $4,779-20.7% |
| Participant deferral / active EE | $10,150 | $4,005+153.4% | $3,344+203.5% | $5,609+81.0% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |