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 | $122,782 | $92,222+33.1% | $76,768+59.9% | $135,375-9.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.43% | 5.46%-8.9pp | 2.43%-5.9pp | 519.73%-523.2pp |
| Employer contribution / active EE | $10,099 | $3,216+214.0% | $2,485+306.4% | $4,779+111.3% |
| Participant deferral / active EE | $3,328 | $4,509-26.2% | $3,852-13.6% | $5,609-40.7% |
| Admin fee / account holder | $18 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |