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 | $37,622 | $75,935-50.5% | $60,547-37.9% | $125,391-70.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.86% | -5.38%+6.2pp | 335.64%-334.8pp | 282.22%-281.4pp |
| Employer contribution / active EE | $8,059 | $3,438+134.4% | $2,419+233.1% | $4,866+65.6% |
| Participant deferral / active EE | $7,200 | $4,506+59.8% | $3,328+116.4% | $5,352+34.5% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |