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 | $24,972 | $87,540-71.5% | $75,781-67.0% | $125,391-80.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.99% | 13.48%-15.5pp | 9.68%-11.7pp | 282.22%-284.2pp |
| Employer contribution / active EE | $6,169 | $3,930+57.0% | $3,323+85.6% | $4,866+26.8% |
| Participant deferral / active EE | $7,596 | $4,229+79.6% | $3,651+108.0% | $5,352+41.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |