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 | $84,890 | $127,386-33.4% | $115,037-26.2% | $125,391-32.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.61% | 31.28%-33.9pp | 26.14%-28.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $11,478 | $5,166+122.2% | $4,608+149.1% | $4,866+135.9% |
| Participant deferral / active EE | $7,767 | $6,423+20.9% | $6,026+28.9% | $5,352+45.1% |
| Admin fee / account holder | $66 | $9,516-99.3% | $8,175-99.2% | $9,540-99.3% |