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 | $148,807 | $150,431-1.1% | $131,982+12.7% | $357,791-58.4% |
| Participation rate | 80.0% | 86.5%-6.5pp | 86.8%-6.8pp | 85.6%-5.6pp |
| Annual return | 25.43% | -6.42%+31.8pp | -4.02%+29.4pp | 396.79%-371.4pp |
| Employer contribution / active EE | $5,492 | $3,938+39.5% | $3,768+45.8% | $7,508-26.8% |
| Participant deferral / active EE | $5,492 | $4,015+36.8% | $3,959+38.7% | $5,521-0.5% |
| Admin fee / account holder | $20 | $8,260-99.8% | $6,995-99.7% | $28,387-99.9% |