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 | $134,189 | $167,484-19.9% | $151,611-11.5% | $134,475-0.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.36% | 7.80%-24.2pp | 3.33%-19.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $10,926 | $6,829+60.0% | $6,166+77.2% | $4,740+130.5% |
| Participant deferral / active EE | $26,256 | $8,986+192.2% | $8,363+213.9% | $6,400+310.3% |
| Admin fee / account holder | $40 | $13,783-99.7% | $11,616-99.7% | $11,426-99.6% |