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 | $95,478 | $133,958-28.7% | $112,228-14.9% | $134,475-29.0% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -19.87% | 47.11%-67.0pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,800 | $4,038-55.4% | $3,635-50.5% | $4,740-62.0% |
| Participant deferral / active EE | $7,156 | $5,291+35.3% | $4,728+51.3% | $6,400+11.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |