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 | $88,701 | $167,307-47.0% | $143,757-38.3% | $134,475-34.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.56% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,300 | $5,619-41.3% | $4,951-33.3% | $4,740-30.4% |
| Participant deferral / active EE | $13,000 | $6,446+101.7% | $5,637+130.6% | $6,400+103.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |