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 | $131,569 | $92,703+41.9% | $82,719+59.1% | $134,475-2.2% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -15.59% | 944.92%-960.5pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $827 | $3,274-74.7% | $3,009-72.5% | $4,740-82.6% |
| Participant deferral / active EE | $4,758 | $4,802-0.9% | $4,395+8.3% | $6,400-25.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |