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 | $140,713 | $133,958+5.0% | $112,228+25.4% | $134,475+4.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.31% | 47.11%-63.4pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,982 | $4,038-50.9% | $3,635-45.5% | $4,740-58.2% |
| Participant deferral / active EE | $9,358 | $5,291+76.9% | $4,728+97.9% | $6,400+46.2% |
| Admin fee / account holder | $134 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |