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 | $146,716 | $133,958+9.5% | $112,228+30.7% | $134,475+9.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.21% | 47.11%-66.3pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,858 | $4,038-54.0% | $3,635-48.9% | $4,740-60.8% |
| Participant deferral / active EE | $15,116 | $5,291+185.7% | $4,728+219.7% | $6,400+136.2% |
| Admin fee / account holder | $245 | $7,489-96.7% | $6,410-96.2% | $11,426-97.9% |