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 | $105,127 | $211,958-50.4% | $169,463-38.0% | $135,375-22.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.89% | 3.26%-10.2pp | 1.83%-8.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,458 | $5,120-52.0% | $4,159-40.9% | $4,779-48.6% |
| Participant deferral / active EE | $7,358 | $6,075+21.1% | $5,277+39.4% | $5,609+31.2% |
| Admin fee / account holder | $108 | $11,471-99.1% | $9,109-98.8% | $10,827-99.0% |