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 | $107,764 | $82,664+30.4% | $125,339-14.0% | $68,494+57.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.19% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $7,596 | $3,381+124.7% | $4,814+57.8% | $2,596+192.6% |
| Participant deferral / active EE | $8,142 | $6,110+33.2% | $7,446+9.3% | $4,027+102.2% |
| Admin fee / account holder | $287 | $6,275-95.4% | $10,010-97.1% | $5,403-94.7% |