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 | $100,000 | $69,518+43.8% | $59,878+67.0% | $135,375-26.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.78% | 7.94%-11.7pp | 3.46%-7.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $3,626 | $3,235+12.1% | $2,722+33.2% | $4,779-24.1% |
| Participant deferral / active EE | $1,600 | $4,206-62.0% | $3,402-53.0% | $5,609-71.5% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |