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 | $186,820 | $97,044+92.5% | $83,333+124.2% | $135,375+38.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.96% | 12.31%-19.3pp | 10.63%-17.6pp | 519.73%-526.7pp |
| Employer contribution / active EE | $10,315 | $4,143+149.0% | $3,379+205.3% | $4,779+115.9% |
| Participant deferral / active EE | $9,057 | $5,964+51.8% | $5,565+62.7% | $5,609+61.5% |
| Admin fee / account holder | $93 | $8,380-98.9% | $7,510-98.8% | $10,827-99.1% |