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 | $144,531 | $180,449-19.9% | $154,107-6.2% | $135,375+6.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -2.21% | 888.09%-890.3pp | 735.12%-737.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $7,110 | $6,035+17.8% | $5,298+34.2% | $4,779+48.8% |
| Participant deferral / active EE | $5,541 | $5,806-4.6% | $5,081+9.1% | $5,609-1.2% |
| Admin fee / account holder | $69 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |