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 | $66,270 | $78,694-15.8% | $67,652-2.0% | $125,391-47.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.13% | 9.46%-9.6pp | 6625.04%-6625.2pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,250 | $3,044-58.9% | $2,266-44.8% | $4,866-74.3% |
| Participant deferral / active EE | $6,875 | $4,292+60.2% | $3,560+93.1% | $5,352+28.5% |
| Admin fee / account holder | $272 | $7,403-96.3% | $4,821-94.4% | $9,540-97.2% |