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 | $113,449 | $140,578-19.3% | $100,671+12.7% | $125,391-9.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.63% | 24.67%-27.3pp | 20.43%-23.1pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,125 | $5,965-64.4% | $4,012-47.0% | $4,866-56.3% |
| Participant deferral / active EE | $7,520 | $3,981+88.9% | $3,144+139.2% | $5,352+40.5% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |