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 | $143,464 | $82,286+74.3% | $68,791+108.5% | $134,475+6.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -6.90% | -2.19%-4.7pp | -6.38%-0.5pp | 417.96%-424.9pp |
| Employer contribution / active EE | $2,840 | $3,301-13.9% | $2,655+7.0% | $4,740-40.1% |
| Participant deferral / active EE | $9,094 | $4,739+91.9% | $3,941+130.7% | $6,400+42.1% |
| Admin fee / account holder | $120 | $6,481-98.1% | $4,932-97.6% | $11,426-99.0% |