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 | $140,340 | $92,222+52.2% | $76,768+82.8% | $135,375+3.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.57% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,042 | $3,216-5.4% | $2,485+22.4% | $4,779-36.3% |
| Participant deferral / active EE | $6,436 | $4,509+42.7% | $3,852+67.1% | $5,609+14.7% |
| Admin fee / account holder | $71 | $10,748-99.3% | $6,675-98.9% | $10,827-99.3% |