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 | $130,743 | $127,386+2.6% | $115,037+13.7% | $125,391+4.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.98% | 31.28%-33.3pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $4,052 | $5,166-21.6% | $4,608-12.1% | $4,866-16.7% |
| Participant deferral / active EE | $7,591 | $6,423+18.2% | $6,026+26.0% | $5,352+41.9% |
| Admin fee / account holder | $175 | $9,516-98.2% | $8,175-97.9% | $9,540-98.2% |