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 | $102,804 | $142,344-27.8% | $119,609-14.0% | $134,475-23.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.72% | -12.44%-4.3pp | -14.97%-1.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $13,843 | $5,222+165.1% | $4,232+227.1% | $4,740+192.1% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $40 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |