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 | $90,845 | $100,754-9.8% | $86,677+4.8% | $134,475-32.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.84% | 29.04%-47.9pp | 35.91%-54.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,447 | $3,489+27.4% | $2,836+56.8% | $4,740-6.2% |
| Participant deferral / active EE | $11,488 | $5,338+115.2% | $4,656+146.7% | $6,400+79.5% |
| Admin fee / account holder | $258 | $10,926-97.6% | $7,493-96.6% | $11,426-97.7% |