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 | $219,426 | $211,958+3.5% | $169,463+29.5% | $135,375+62.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.82% | 3.26%-8.1pp | 1.83%-6.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $22,414 | $5,120+337.8% | $4,159+438.9% | $4,779+369.0% |
| Participant deferral / active EE | $4,320 | $6,075-28.9% | $5,277-18.1% | $5,609-23.0% |
| Admin fee / account holder | $211 | $11,471-98.2% | $9,109-97.7% | $10,827-98.0% |