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 | $0 | $147,167-100.0% | $111,392-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 78.9%-78.9pp | 82.6%-82.6pp |
| Annual return | -5.07% | -4.44%-0.6pp | -2.06%-3.0pp | 519.73%-524.8pp |
| Employer contribution / active EE | $26,584 | $5,204+410.8% | $4,328+514.2% | $4,779+456.3% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |