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 | $157,881 | $158,817-0.6% | $121,196+30.3% | $135,375+16.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.88% | -0.64%-8.2pp | 16.93%-25.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $8,448 | $5,665+49.1% | $4,022+110.1% | $4,779+76.8% |
| Participant deferral / active EE | $12,250 | $4,005+205.9% | $3,344+266.3% | $5,609+118.4% |
| Admin fee / account holder | $85 | $6,512-98.7% | $5,019-98.3% | $10,827-99.2% |