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 | $133,590 | $95,971+39.2% | $74,550+79.2% | $135,375-1.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.36% | 56.96%-64.3pp | 32.53%-39.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,430 | $2,716-47.4% | $1,961-27.1% | $4,779-70.1% |
| Participant deferral / active EE | $6,669 | $3,843+73.5% | $3,108+114.6% | $5,609+18.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |