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 | $110,686 | $211,958-47.8% | $169,463-34.7% | $135,375-18.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.53% | 3.26%-8.8pp | 1.83%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $9,406 | $5,120+83.7% | $4,159+126.1% | $4,779+96.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $23 | $11,471-99.8% | $9,109-99.7% | $10,827-99.8% |