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 | $135,054 | $167,484-19.4% | $151,611-10.9% | $134,475+0.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.06% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $17,455 | $6,829+155.6% | $6,166+183.1% | $4,740+268.3% |
| Participant deferral / active EE | $17,586 | $8,986+95.7% | $8,363+110.3% | $6,400+174.8% |
| Admin fee / account holder | $284 | $13,783-97.9% | $11,616-97.6% | $11,426-97.5% |