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 | $113,004 | $167,307-32.5% | $143,757-21.4% | $134,475-16.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.07% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $6,954 | $5,619+23.8% | $4,951+40.5% | $4,740+46.7% |
| Participant deferral / active EE | $8,021 | $6,446+24.4% | $5,637+42.3% | $6,400+25.3% |
| Admin fee / account holder | $35 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |