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 | $143,359 | $167,307-14.3% | $143,757-0.3% | $134,475+6.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.80% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $23,343 | $5,619+315.4% | $4,951+371.5% | $4,740+392.5% |
| Participant deferral / active EE | $12,170 | $6,446+88.8% | $5,637+115.9% | $6,400+90.2% |
| Admin fee / account holder | $26 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |