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 | $106,612 | $76,000+40.3% | $154,107-30.8% | $64,186+66.1% |
| Participation rate | 90.0% | 70.4%+19.6pp | 83.0%+7.0pp | 69.6%+20.4pp |
| Annual return | -4.73% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.4pp |
| Employer contribution / active EE | $7,924 | $3,351+136.5% | $5,298+49.6% | $2,381+232.8% |
| Participant deferral / active EE | $5,106 | $3,175+60.8% | $5,081+0.5% | $3,470+47.2% |
| Admin fee / account holder | -$89 | $5,596-101.6% | $13,411-100.7% | $4,888-101.8% |