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 8-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 | $101,900 | $92,222+10.5% | $76,768+32.7% | $135,375-24.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.23% | 5.46%-12.7pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,699 | $3,216-47.2% | $2,485-31.6% | $4,779-64.4% |
| Participant deferral / active EE | $5,463 | $4,509+21.2% | $3,852+41.8% | $5,609-2.6% |
| Admin fee / account holder | $87 | $10,748-99.2% | $6,675-98.7% | $10,827-99.2% |