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 | $108,207 | $158,817-31.9% | $121,196-10.7% | $135,375-20.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.77% | -0.64%-6.1pp | 16.93%-23.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $6,486 | $5,665+14.5% | $4,022+61.3% | $4,779+35.7% |
| Participant deferral / active EE | $18,500 | $4,005+361.9% | $3,344+453.1% | $5,609+229.8% |
| Admin fee / account holder | $66 | $6,512-99.0% | $5,019-98.7% | $10,827-99.4% |