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 | $100,008 | $67,331+48.5% | $60,874+64.3% | $134,475-25.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -18.33% | 49.93%-68.3pp | 16.90%-35.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,230 | $3,096-60.3% | $2,701-54.5% | $4,740-74.0% |
| Participant deferral / active EE | $4,220 | $4,538-7.0% | $3,817+10.6% | $6,400-34.1% |
| Admin fee / account holder | $36 | $4,582-99.2% | $3,224-98.9% | $11,426-99.7% |