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 | $34,210 | $131,829-74.0% | $108,579-68.5% | $273,961-87.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $14,569 | $4,912+196.6% | $3,758+287.6% | $4,869+199.2% |
| Participant deferral / active EE | $2,312 | $5,127-54.9% | $4,311-46.4% | $5,287-56.3% |
| Admin fee / account holder | $205 | $10,252-98.0% | $7,645-97.3% | $10,132-98.0% |