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 | $86,078 | $158,817-45.8% | $121,196-29.0% | $135,375-36.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.85% | -0.64%-8.2pp | 16.93%-25.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $16,731 | $5,665+195.4% | $4,022+316.0% | $4,779+250.1% |
| Participant deferral / active EE | $9,775 | $4,005+144.1% | $3,344+192.3% | $5,609+74.3% |
| Admin fee / account holder | $97 | $6,512-98.5% | $5,019-98.1% | $10,827-99.1% |