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 9-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 | $83,121 | $140,588-40.9% | $123,104-32.5% | $125,391-33.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.73% | 16.80%-18.5pp | 13.22%-14.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $10,600 | $6,041+75.5% | $5,151+105.8% | $4,866+117.8% |
| Participant deferral / active EE | $18,000 | $6,980+157.9% | $6,230+188.9% | $5,352+236.4% |
| Admin fee / account holder | $81 | $11,198-99.3% | $9,015-99.1% | $9,540-99.2% |