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 | $102,671 | $142,344-27.9% | $119,609-14.2% | $134,475-23.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.70% | -12.44%+3.7pp | -14.97%+6.3pp | 417.96%-426.7pp |
| Employer contribution / active EE | $7,520 | $5,222+44.0% | $4,232+77.7% | $4,740+58.7% |
| Participant deferral / active EE | $7,205 | $6,469+11.4% | $5,602+28.6% | $6,400+12.6% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |