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 | $115,551 | $77,976+48.2% | $81,367+42.0% | $125,391-7.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -2.88% | -2.85%0pp | -0.92%-2.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $10,867 | $4,366+148.9% | $3,930+176.5% | $4,866+123.3% |
| Participant deferral / active EE | $9,532 | $5,646+68.8% | $5,383+77.1% | $5,352+78.1% |
| Admin fee / account holder | $3 | $12,476-100.0% | $8,926-100.0% | $9,540-100.0% |