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 | $100,510 | $82,664+21.6% | $125,339-19.8% | $68,494+46.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.66% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,645 | $3,381+37.4% | $4,814-3.5% | $2,596+78.9% |
| Participant deferral / active EE | $9,996 | $6,110+63.6% | $7,446+34.2% | $4,027+148.2% |
| Admin fee / account holder | $157 | $6,275-97.5% | $10,010-98.4% | $5,403-97.1% |