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 | $91,574 | $95,193-3.8% | $76,523+19.7% | $135,375-32.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.76% | 4.85%-14.6pp | -0.27%-9.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $21,517 | $3,302+551.5% | $2,647+712.8% | $4,779+350.3% |
| Participant deferral / active EE | $10,450 | $4,639+125.2% | $3,835+172.5% | $5,609+86.3% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |