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 | $95,108 | $117,690-19.2% | $71,735+32.6% | $134,475-29.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -6.81% | 25.44%-32.2pp | 9.14%-16.0pp | 417.96%-424.8pp |
| Employer contribution / active EE | $3,393 | $2,525+34.4% | $1,704+99.1% | $4,740-28.4% |
| Participant deferral / active EE | $8,191 | $3,759+117.9% | $2,658+208.2% | $6,400+28.0% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,426-100.0% |