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 | $145,035 | $105,860+37.0% | $90,749+59.8% | $134,475+7.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.21% | -11.01%-6.2pp | -12.16%-5.0pp | 417.96%-435.2pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,344 | $5,216+21.6% | $4,564+39.0% | $6,400-0.9% |
| Admin fee / account holder | $243 | $13,938-98.3% | $8,445-97.1% | $11,426-97.9% |