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 | $36,748 | $73,867-50.3% | $143,757-74.4% | $68,494-46.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.91% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,565 | $3,184+12.0% | $4,951-28.0% | $2,596+37.3% |
| Participant deferral / active EE | $4,749 | $3,384+40.3% | $5,637-15.8% | $4,027+17.9% |
| Admin fee / account holder | $111 | $5,755-98.1% | $14,673-99.2% | $5,403-97.9% |