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 | $138,073 | $127,100+8.6% | $105,738+30.6% | $135,375+2.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -2.99% | 4.49%-7.5pp | 6.27%-9.3pp | 519.73%-522.7pp |
| Employer contribution / active EE | $907 | $4,107-77.9% | $3,268-72.3% | $4,779-81.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $164 | $9,087-98.2% | $6,913-97.6% | $10,827-98.5% |