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 9-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 | $123,838 | $127,386-2.8% | $115,037+7.7% | $125,391-1.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.31% | 31.28%-31.6pp | 26.14%-26.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $20,000 | $5,166+287.1% | $4,608+334.0% | $4,866+311.0% |
| Participant deferral / active EE | $13,000 | $6,423+102.4% | $6,026+115.7% | $5,352+142.9% |
| Admin fee / account holder | $291 | $9,516-96.9% | $8,175-96.4% | $9,540-96.9% |