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 | $109,402 | $69,518+57.4% | $59,878+82.7% | $135,375-19.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.73% | 7.94%-15.7pp | 3.46%-11.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $16,482 | $3,235+409.5% | $2,722+505.6% | $4,779+244.9% |
| Participant deferral / active EE | $4,519 | $4,206+7.5% | $3,402+32.8% | $5,609-19.4% |
| Admin fee / account holder | $95 | $5,734-98.3% | $3,590-97.4% | $10,827-99.1% |