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 | $147,872 | $76,000+94.6% | $154,107-4.0% | $64,186+130.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.82% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.5pp |
| Employer contribution / active EE | $18,736 | $3,351+459.1% | $5,298+253.7% | $2,381+686.9% |
| Participant deferral / active EE | $10,002 | $3,175+215.0% | $5,081+96.9% | $3,470+188.3% |
| Admin fee / account holder | $221 | $5,596-96.0% | $13,411-98.4% | $4,888-95.5% |