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 | $64,673 | $127,386-49.2% | $115,037-43.8% | $125,391-48.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.42% | 31.28%-33.7pp | 26.14%-28.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $20,257 | $5,166+292.1% | $4,608+339.6% | $4,866+316.3% |
| Participant deferral / active EE | $14,047 | $6,423+118.7% | $6,026+133.1% | $5,352+162.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |