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 | $108,045 | $167,307-35.4% | $143,757-24.8% | $134,475-19.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.65% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $12,511 | $5,619+122.7% | $4,951+152.7% | $4,740+164.0% |
| Participant deferral / active EE | $6,742 | $6,446+4.6% | $5,637+19.6% | $6,400+5.3% |
| Admin fee / account holder | $159 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |