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 | $103,391 | $112,300-7.9% | $90,223+14.6% | $125,391-17.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -2.23% | -0.57%-1.7pp | 1.31%-3.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $5,811 | $5,181+12.2% | $4,378+32.7% | $4,866+19.4% |
| Participant deferral / active EE | $12,838 | $6,733+90.7% | $5,792+121.6% | $5,352+139.9% |
| Admin fee / account holder | $3 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |