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 | $113,958 | $133,958-14.9% | $112,228+1.5% | $134,475-15.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -10.15% | 47.11%-57.3pp | 27.45%-37.6pp | 417.96%-428.1pp |
| Employer contribution / active EE | $2,224 | $4,038-44.9% | $3,635-38.8% | $4,740-53.1% |
| Participant deferral / active EE | $11,070 | $5,291+109.2% | $4,728+134.1% | $6,400+73.0% |
| Admin fee / account holder | $11 | $7,489-99.9% | $6,410-99.8% | $11,426-99.9% |