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 | $92,136 | $90,519+1.8% | $93,789-1.8% | $134,475-31.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.99% | -15.72%-1.3pp | -11.33%-5.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,249 | $4,343-25.2% | $4,323-24.8% | $4,740-31.5% |
| Participant deferral / active EE | $3,249 | $5,978-45.7% | $6,094-46.7% | $6,400-49.2% |
| Admin fee / account holder | -$157 | $9,252-101.7% | $7,195-102.2% | $11,426-101.4% |