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 | $109,974 | $100,754+9.2% | $86,677+26.9% | $134,475-18.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -4.75% | 29.04%-33.8pp | 35.91%-40.7pp | 417.96%-422.7pp |
| Employer contribution / active EE | $2,333 | $3,489-33.1% | $2,836-17.7% | $4,740-50.8% |
| Participant deferral / active EE | $5,287 | $5,338-1.0% | $4,656+13.6% | $6,400-17.4% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |