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 | $146,459 | $168,632-13.1% | $147,614-0.8% | $125,391+16.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.86% | 77.65%-80.5pp | 61.98%-64.8pp | 282.22%-285.1pp |
| Employer contribution / active EE | $5,072 | $6,252-18.9% | $5,564-8.9% | $4,866+4.2% |
| Participant deferral / active EE | $8,560 | $5,507+55.4% | $4,895+74.9% | $5,352+60.0% |
| Admin fee / account holder | $50 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |