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 | $29,185 | $73,867-60.5% | $143,757-79.7% | $68,494-57.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.18% | 1.01%-14.2pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,213 | $3,184-30.5% | $4,951-55.3% | $2,596-14.7% |
| Participant deferral / active EE | $2,957 | $3,384-12.6% | $5,637-47.5% | $4,027-26.6% |
| Admin fee / account holder | $271 | $5,755-95.3% | $14,673-98.2% | $5,403-95.0% |