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 | $81,385 | $158,817-48.8% | $121,196-32.8% | $135,375-39.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.70% | -0.64%-7.1pp | 16.93%-24.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $17,740 | $5,665+213.2% | $4,022+341.1% | $4,779+271.2% |
| Participant deferral / active EE | $7,943 | $4,005+98.3% | $3,344+137.5% | $5,609+41.6% |
| Admin fee / account holder | $15 | $6,512-99.8% | $5,019-99.7% | $10,827-99.9% |