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 | $54,138 | $158,817-65.9% | $121,196-55.3% | $135,375-60.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -1.88% | -0.64%-1.2pp | 16.93%-18.8pp | 519.73%-521.6pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,500 | $4,005+62.3% | $3,344+94.3% | $5,609+15.9% |
| Admin fee / account holder | $107 | $6,512-98.4% | $5,019-97.9% | $10,827-99.0% |