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 | $86,014 | $133,958-35.8% | $112,228-23.4% | $134,475-36.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.80% | 47.11%-65.9pp | 27.45%-46.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,560 | $4,038-36.6% | $3,635-29.6% | $4,740-46.0% |
| Participant deferral / active EE | $3,900 | $5,291-26.3% | $4,728-17.5% | $6,400-39.1% |
| Admin fee / account holder | -$100 | $7,489-101.3% | $6,410-101.6% | $11,426-100.9% |