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 | $136,879 | $95,862+42.8% | $79,550+72.1% | $134,475+1.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.95% | -2.69%-11.3pp | 0.16%-14.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,980 | $3,128+59.2% | $2,413+106.4% | $4,740+5.1% |
| Participant deferral / active EE | $6,111 | $4,693+30.2% | $3,985+53.3% | $6,400-4.5% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |