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 | $193,266 | $167,307+15.5% | $143,757+34.4% | $134,475+43.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.84% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $29,489 | $5,619+424.8% | $4,951+495.6% | $4,740+522.2% |
| Participant deferral / active EE | $16,500 | $6,446+156.0% | $5,637+192.7% | $6,400+157.8% |
| Admin fee / account holder | $156 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |