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 | $129,591 | $107,791+20.2% | $90,645+43.0% | $135,375-4.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.64% | -0.90%-5.7pp | 1.88%-8.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $10,979 | $3,018+263.8% | $2,532+333.7% | $4,779+129.8% |
| Participant deferral / active EE | $2,308 | $3,872-40.4% | $3,425-32.6% | $5,609-58.9% |
| Admin fee / account holder | -$528 | $5,930-108.9% | $4,994-110.6% | $10,827-104.9% |