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 | $81,052 | $140,588-42.3% | $123,104-34.2% | $125,391-35.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.95% | 16.80%-17.7pp | 13.22%-14.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $28,173 | $6,041+366.3% | $5,151+446.9% | $4,866+479.0% |
| Participant deferral / active EE | $12,000 | $6,980+71.9% | $6,230+92.6% | $5,352+124.2% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |