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 | $90,552 | $105,860-14.5% | $90,749-0.2% | $134,475-32.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.40% | -11.01%-5.4pp | -12.16%-4.2pp | 417.96%-434.4pp |
| Employer contribution / active EE | $9,209 | $3,462+166.0% | $2,921+215.3% | $4,740+94.3% |
| Participant deferral / active EE | $10,159 | $5,216+94.8% | $4,564+122.6% | $6,400+58.7% |
| Admin fee / account holder | $217 | $13,938-98.4% | $8,445-97.4% | $11,426-98.1% |