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 | $50,768 | $78,694-35.5% | $67,652-25.0% | $125,391-59.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.96% | 9.46%-12.4pp | 6625.04%-6628.0pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,209 | $3,044-27.4% | $2,266-2.5% | $4,866-54.6% |
| Participant deferral / active EE | $5,417 | $4,292+26.2% | $3,560+52.2% | $5,352+1.2% |
| Admin fee / account holder | $286 | $7,403-96.1% | $4,821-94.1% | $9,540-97.0% |