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 | $149,441 | $158,817-5.9% | $121,196+23.3% | $135,375+10.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.48% | -0.64%-6.8pp | 16.93%-24.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $11,653 | $5,665+105.7% | $4,022+189.7% | $4,779+143.8% |
| Participant deferral / active EE | $10,811 | $4,005+169.9% | $3,344+223.2% | $5,609+92.8% |
| Admin fee / account holder | $139 | $6,512-97.9% | $5,019-97.2% | $10,827-98.7% |