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 | $125,767 | $93,024+35.2% | $77,024+63.3% | $134,475-6.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.99% | 62.60%-82.6pp | 42.32%-62.3pp | 417.96%-438.0pp |
| Employer contribution / active EE | $8,488 | $3,418+148.3% | $2,812+201.8% | $4,740+79.1% |
| Participant deferral / active EE | $4,803 | $5,238-8.3% | $4,426+8.5% | $6,400-25.0% |
| Admin fee / account holder | $99 | $6,944-98.6% | $5,425-98.2% | $11,426-99.1% |