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 | $77,630 | $127,386-39.1% | $115,037-32.5% | $125,391-38.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.57% | 31.28%-31.8pp | 26.14%-26.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $12,332 | $5,166+138.7% | $4,608+167.6% | $4,866+153.4% |
| Participant deferral / active EE | $7,251 | $6,423+12.9% | $6,026+20.3% | $5,352+35.5% |
| Admin fee / account holder | $13 | $9,516-99.9% | $8,175-99.8% | $9,540-99.9% |