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 | $100,695 | $93,024+8.2% | $77,024+30.7% | $134,475-25.1% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+25.0pp | 81.2%+11.6pp |
| Annual return | -16.94% | 62.60%-79.5pp | 42.32%-59.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,614 | $3,418-52.8% | $2,812-42.6% | $4,740-65.9% |
| Participant deferral / active EE | $8,639 | $5,238+64.9% | $4,426+95.2% | $6,400+35.0% |
| Admin fee / account holder | $286 | $6,944-95.9% | $5,425-94.7% | $11,426-97.5% |