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 | $114,012 | $92,703+23.0% | $82,719+37.8% | $134,475-15.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -16.02% | 944.92%-960.9pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $377 | $3,274-88.5% | $3,009-87.5% | $4,740-92.1% |
| Participant deferral / active EE | $8,158 | $4,802+69.9% | $4,395+85.6% | $6,400+27.5% |
| Admin fee / account holder | $206 | $5,983-96.6% | $5,329-96.1% | $11,426-98.2% |