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 | $155,375 | $100,754+54.2% | $86,677+79.3% | $134,475+15.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.81% | 29.04%-42.8pp | 35.91%-49.7pp | 417.96%-431.8pp |
| Employer contribution / active EE | $9,612 | $3,489+175.5% | $2,836+238.9% | $4,740+102.8% |
| Participant deferral / active EE | $2,914 | $5,338-45.4% | $4,656-37.4% | $6,400-54.5% |
| Admin fee / account holder | $9 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |