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 7-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 | $138,003 | $82,286+67.7% | $68,791+100.6% | $134,475+2.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.37% | -2.19%-13.2pp | -6.38%-9.0pp | 417.96%-433.3pp |
| Employer contribution / active EE | $12,934 | $3,301+291.9% | $2,655+387.1% | $4,740+172.9% |
| Participant deferral / active EE | $16,378 | $4,739+245.6% | $3,941+315.6% | $6,400+155.9% |
| Admin fee / account holder | $102 | $6,481-98.4% | $4,932-97.9% | $11,426-99.1% |