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 | $27,875 | $87,705-68.2% | $63,517-56.1% | $125,391-77.8% |
| Participation rate | 83.3% | 77.0%+6.3pp | 71.0%+12.3pp | 83.2%+0.1pp |
| Annual return | -1.04% | 21.70%-22.7pp | -70.30%+69.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,325 | $3,939-66.4% | $2,953-55.1% | $5,352-75.2% |
| Admin fee / account holder | $31 | $11,948-99.7% | $5,892-99.5% | $9,540-99.7% |