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 | $120,542 | $167,307-28.0% | $143,757-16.1% | $134,475-10.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.92% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $6,639 | $5,619+18.2% | $4,951+34.1% | $4,740+40.1% |
| Participant deferral / active EE | $5,114 | $6,446-20.7% | $5,637-9.3% | $6,400-20.1% |
| Admin fee / account holder | $252 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |