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 | $40,054 | $99,032-59.6% | $80,019-49.9% | $135,375-70.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.61% | 15.39%-20.0pp | 11.22%-15.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $5,168 | $3,043+69.8% | $2,468+109.4% | $4,779+8.1% |
| Participant deferral / active EE | $6,474 | $4,282+51.2% | $3,686+75.7% | $5,609+15.4% |
| Admin fee / account holder | $176 | $10,436-98.3% | $6,521-97.3% | $10,827-98.4% |