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 | $113,491 | $100,754+12.6% | $86,677+30.9% | $134,475-15.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.39% | 29.04%-37.4pp | 35.91%-44.3pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,995 | $3,489-42.8% | $2,836-29.7% | $4,740-57.9% |
| Participant deferral / active EE | $6,820 | $5,338+27.8% | $4,656+46.5% | $6,400+6.6% |
| Admin fee / account holder | $29 | $10,926-99.7% | $7,493-99.6% | $11,426-99.7% |