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 | $117,452 | $95,862+22.5% | $79,550+47.6% | $134,475-12.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.43% | -2.69%-17.7pp | 0.16%-20.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $16,639 | $3,128+431.9% | $2,413+589.5% | $4,740+251.1% |
| Participant deferral / active EE | $9,566 | $4,693+103.8% | $3,985+140.0% | $6,400+49.5% |
| Admin fee / account holder | $205 | $9,126-97.8% | $6,832-97.0% | $11,426-98.2% |