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 | $153,636 | $211,958-27.5% | $169,463-9.3% | $135,375+13.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.62% | 3.26%-8.9pp | 1.83%-7.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $7,519 | $5,120+46.9% | $4,159+80.8% | $4,779+57.3% |
| Participant deferral / active EE | $6,454 | $6,075+6.2% | $5,277+22.3% | $5,609+15.1% |
| Admin fee / account holder | $38 | $11,471-99.7% | $9,109-99.6% | $10,827-99.7% |