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 | $120,056 | $167,307-28.2% | $143,757-16.5% | $134,475-10.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.90% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,848 | $5,619-49.3% | $4,951-42.5% | $4,740-39.9% |
| Participant deferral / active EE | $9,781 | $6,446+51.7% | $5,637+73.5% | $6,400+52.8% |
| Admin fee / account holder | $25 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |