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 | $99,441 | $59,774+66.4% | - | $134,475-26.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -17.68% | -10.72%-7.0pp | - | 417.96%-435.6pp |
| Employer contribution / active EE | $1,910 | $2,711-29.6% | - | $4,740-59.7% |
| Participant deferral / active EE | $1,910 | $4,131-53.8% | - | $6,400-70.2% |
| Admin fee / account holder | $6 | $4,003-99.9% | - | $11,426-100.0% |