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 | $91,003 | $135,635-32.9% | $110,238-17.4% | $135,375-32.8% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -8.48% | 513.19%-521.7pp | 314.74%-323.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $8,946 | $4,906+82.3% | $3,826+133.8% | $4,779+87.2% |
| Participant deferral / active EE | $7,100 | $5,506+28.9% | $4,672+52.0% | $5,609+26.6% |
| Admin fee / account holder | $4 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |