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 | $104,388 | $59,107+76.6% | $86,436+20.8% | $68,494+52.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.88% | -0.23%-18.6pp | 4394.89%-4413.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,087 | $2,519+22.6% | $3,769-18.1% | $2,596+18.9% |
| Participant deferral / active EE | $4,973 | $5,901-15.7% | $6,952-28.5% | $4,027+23.5% |
| Admin fee / account holder | $60 | $5,637-98.9% | $6,731-99.1% | $5,403-98.9% |