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 | $190,874 | $95,862+99.1% | $79,550+139.9% | $134,475+41.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.33% | -2.69%-17.6pp | 0.16%-20.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,470 | $3,128-53.0% | $2,413-39.1% | $4,740-69.0% |
| Participant deferral / active EE | $7,011 | $4,693+49.4% | $3,985+75.9% | $6,400+9.5% |
| Admin fee / account holder | $50 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |