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 | $91,441 | $167,307-45.3% | $143,757-36.4% | $134,475-32.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.70% | 0.46%-11.2pp | -0.04%-10.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $3,472 | $5,619-38.2% | $4,951-29.9% | $4,740-26.8% |
| Participant deferral / active EE | $6,058 | $6,446-6.0% | $5,637+7.5% | $6,400-5.3% |
| Admin fee / account holder | $163 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |