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 | $106,194 | $113,935-6.8% | $94,224+12.7% | $125,391-15.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.22% | 5.29%-5.5pp | 10.68%-10.9pp | 282.22%-282.4pp |
| Employer contribution / active EE | $7,536 | $4,727+59.4% | $3,587+110.1% | $4,866+54.9% |
| Participant deferral / active EE | $6,662 | $5,179+28.6% | $4,320+54.2% | $5,352+24.5% |
| Admin fee / account holder | $88 | $8,391-99.0% | $6,269-98.6% | $9,540-99.1% |