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 | $99,623 | $82,664+20.5% | $125,339-20.5% | $68,494+45.4% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -19.18% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,249 | $3,381-3.9% | $4,814-32.5% | $2,596+25.1% |
| Participant deferral / active EE | $12,463 | $6,110+104.0% | $7,446+67.4% | $4,027+209.5% |
| Admin fee / account holder | $3 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |