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 | $85,924 | $76,000+13.1% | $154,107-44.2% | $64,186+33.9% |
| Participation rate | 93.8% | 70.4%+23.3pp | 83.0%+10.7pp | 69.6%+24.2pp |
| Annual return | -6.41% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,015 | $3,351+49.7% | $5,298-5.3% | $2,381+110.6% |
| Participant deferral / active EE | $3,014 | $3,175-5.1% | $5,081-40.7% | $3,470-13.1% |
| Admin fee / account holder | $279 | $5,596-95.0% | $13,411-97.9% | $4,888-94.3% |