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 | $159,105 | $69,518+128.9% | $59,878+165.7% | $135,375+17.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.16% | 7.94%-12.1pp | 3.46%-7.6pp | 519.73%-523.9pp |
| Employer contribution / active EE | $6,782 | $3,235+109.7% | $2,722+149.2% | $4,779+41.9% |
| Participant deferral / active EE | $9,396 | $4,206+123.4% | $3,402+176.2% | $5,609+67.5% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |