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 | $152,210 | $107,791+41.2% | $90,645+67.9% | $135,375+12.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.05% | -0.90%-6.2pp | 1.88%-8.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $25,583 | $3,018+747.7% | $2,532+910.5% | $4,779+435.3% |
| Participant deferral / active EE | $12,636 | $3,872+226.3% | $3,425+269.0% | $5,609+125.3% |
| Admin fee / account holder | $15 | $5,930-99.7% | $4,994-99.7% | $10,827-99.9% |