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 | $60,572 | $100,754-39.9% | $86,677-30.1% | $134,475-55.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.90% | 29.04%-38.9pp | 35.91%-45.8pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,410 | $3,489-30.9% | $2,836-15.0% | $4,740-49.1% |
| Participant deferral / active EE | $4,428 | $5,338-17.1% | $4,656-4.9% | $6,400-30.8% |
| Admin fee / account holder | $254 | $10,926-97.7% | $7,493-96.6% | $11,426-97.8% |