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 | $108,625 | $99,640+9.0% | $86,436+25.7% | $134,475-19.2% |
| Participation rate | 84.6% | 82.0%+2.6pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -14.46% | 6782.58%-6797.0pp | 4394.89%-4409.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,020 | $4,400-54.1% | $3,769-46.4% | $4,740-57.4% |
| Participant deferral / active EE | $7,036 | $7,246-2.9% | $6,952+1.2% | $6,400+9.9% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |