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 | $137,756 | $105,860+30.1% | $90,749+51.8% | $134,475+2.4% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | -18.49% | -11.01%-7.5pp | -12.16%-6.3pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,373 | $3,462-60.3% | $2,921-53.0% | $4,740-71.0% |
| Participant deferral / active EE | $7,018 | $5,216+34.6% | $4,564+53.8% | $6,400+9.7% |
| Admin fee / account holder | $298 | $13,938-97.9% | $8,445-96.5% | $11,426-97.4% |