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 | $113,015 | $82,286+37.3% | $68,791+64.3% | $134,475-16.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.87% | -2.19%-10.7pp | -6.38%-6.5pp | 417.96%-430.8pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,394 | $4,739-7.3% | $3,941+11.5% | $6,400-31.3% |
| Admin fee / account holder | $58 | $6,481-99.1% | $4,932-98.8% | $11,426-99.5% |