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 | $100,737 | $97,757+3.0% | $83,848+20.1% | $135,375-25.6% |
| Participation rate | 76.5% | 80.0%-3.5pp | 76.1%+0.3pp | 82.6%-6.2pp |
| Annual return | -6.67% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,585 | $4,222-38.8% | $3,631-28.8% | $4,779-45.9% |
| Participant deferral / active EE | $9,975 | $4,682+113.0% | $4,082+144.4% | $5,609+77.8% |
| Admin fee / account holder | $285 | $6,674-95.7% | $5,478-94.8% | $10,827-97.4% |