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 | $104,849 | $90,590+15.7% | $90,782+15.5% | $135,375-22.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.69% | -3.40%-4.3pp | -3.42%-4.3pp | 519.73%-527.4pp |
| Employer contribution / active EE | $6,067 | $4,352+39.4% | $4,105+47.8% | $4,779+27.0% |
| Participant deferral / active EE | $2,726 | $5,407-49.6% | $5,366-49.2% | $5,609-51.4% |
| Admin fee / account holder | $11 | $7,683-99.9% | $5,908-99.8% | $10,827-99.9% |