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 | $98,341 | $82,664+19.0% | $125,339-21.5% | $68,494+43.6% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,981 | $3,381-41.4% | $4,814-58.9% | $2,596-23.7% |
| Participant deferral / active EE | $5,501 | $6,110-10.0% | $7,446-26.1% | $4,027+36.6% |
| Admin fee / account holder | $184 | $6,275-97.1% | $10,010-98.2% | $5,403-96.6% |