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 | $126,441 | $92,222+37.1% | $76,768+64.7% | $135,375-6.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.85% | 5.46%-7.3pp | 2.43%-4.3pp | 519.73%-521.6pp |
| Employer contribution / active EE | $3,435 | $3,216+6.8% | $2,485+38.2% | $4,779-28.1% |
| Participant deferral / active EE | $2,292 | $4,509-49.2% | $3,852-40.5% | $5,609-59.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |