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 | $137,417 | $69,518+97.7% | $59,878+129.5% | $135,375+1.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.94% | 7.94%-13.9pp | 3.46%-9.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $7,834 | $3,235+142.2% | $2,722+187.8% | $4,779+63.9% |
| Participant deferral / active EE | $18,547 | $4,206+341.0% | $3,402+445.2% | $5,609+230.7% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |