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 | $114,854 | $135,635-15.3% | $110,238+4.2% | $135,375-15.2% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -5.69% | 513.19%-518.9pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,811 | $4,906-42.7% | $3,826-26.5% | $4,779-41.2% |
| Participant deferral / active EE | $13,642 | $5,506+147.7% | $4,672+192.0% | $5,609+143.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |