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 | $136,713 | $129,942+5.2% | $104,294+31.1% | $134,475+1.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.13% | 42.03%-58.2pp | 24.61%-40.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,624 | $4,184+34.4% | $3,372+66.8% | $4,740+18.7% |
| Participant deferral / active EE | $12,106 | $5,588+116.6% | $4,625+161.8% | $6,400+89.2% |
| Admin fee / account holder | $8 | $9,323-99.9% | $7,339-99.9% | $11,426-99.9% |