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 | $173,869 | $105,860+64.2% | $90,749+91.6% | $134,475+29.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.11% | -11.01%-0.1pp | -12.16%+1.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $13,236 | $3,462+282.3% | $2,921+353.1% | $4,740+179.3% |
| Participant deferral / active EE | $14,365 | $5,216+175.4% | $4,564+214.7% | $6,400+124.5% |
| Admin fee / account holder | $11 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |