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 | $132,105 | $168,632-21.7% | $147,614-10.5% | $125,391+5.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.77% | 77.65%-80.4pp | 61.98%-64.7pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,744 | $6,252-56.1% | $5,564-50.7% | $4,866-43.6% |
| Participant deferral / active EE | $7,309 | $5,507+32.7% | $4,895+49.3% | $5,352+36.6% |
| Admin fee / account holder | $70 | $13,580-99.5% | $11,611-99.4% | $9,540-99.3% |