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 9-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 | $110,719 | $95,193+16.3% | $76,523+44.7% | $135,375-18.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.04% | 4.85%-12.9pp | -0.27%-7.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $5,318 | $3,302+61.0% | $2,647+100.9% | $4,779+11.3% |
| Participant deferral / active EE | $12,984 | $4,639+179.9% | $3,835+238.5% | $5,609+131.5% |
| Admin fee / account holder | $32 | $6,249-99.5% | $4,848-99.3% | $10,827-99.7% |