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 | $209,542 | $95,862+118.6% | $79,550+163.4% | $134,475+55.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.95% | -2.69%-14.3pp | 0.16%-17.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $8,138 | $3,128+160.2% | $2,413+237.2% | $4,740+71.7% |
| Participant deferral / active EE | $10,620 | $4,693+126.3% | $3,985+166.5% | $6,400+65.9% |
| Admin fee / account holder | $298 | $9,126-96.7% | $6,832-95.6% | $11,426-97.4% |