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 | $147,641 | $167,307-11.8% | $143,757+2.7% | $134,475+9.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.27% | 0.46%-1.7pp | -0.04%-1.2pp | 417.96%-419.2pp |
| Employer contribution / active EE | $3,635 | $5,619-35.3% | $4,951-26.6% | $4,740-23.3% |
| Participant deferral / active EE | $9,996 | $6,446+55.1% | $5,637+77.3% | $6,400+56.2% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |