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 | $82,216 | $167,307-50.9% | $143,757-42.8% | $134,475-38.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.87% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,513 | $5,619-55.3% | $4,951-49.2% | $4,740-47.0% |
| Participant deferral / active EE | $8,518 | $6,446+32.1% | $5,637+51.1% | $6,400+33.1% |
| Admin fee / account holder | $22 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |