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 | $153,252 | $127,386+20.3% | $115,037+33.2% | $125,391+22.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.64% | 31.28%-33.9pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,899 | $5,166-43.9% | $4,608-37.1% | $4,866-40.4% |
| Participant deferral / active EE | $6,414 | $6,423-0.1% | $6,026+6.4% | $5,352+19.9% |
| Admin fee / account holder | $90 | $9,516-99.1% | $8,175-98.9% | $9,540-99.1% |