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 | $96,637 | $100,754-4.1% | $86,677+11.5% | $134,475-28.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.82% | 29.04%-46.9pp | 35.91%-53.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,776 | $3,489-49.1% | $2,836-37.4% | $4,740-62.5% |
| Participant deferral / active EE | $2,610 | $5,338-51.1% | $4,656-43.9% | $6,400-59.2% |
| Admin fee / account holder | $7 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |