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 | $147,702 | $97,757+51.1% | $83,848+76.2% | $135,375+9.1% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -5.02% | 1287.37%-1292.4pp | 850.88%-855.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $6,520 | $4,222+54.4% | $3,631+79.6% | $4,779+36.4% |
| Participant deferral / active EE | $10,231 | $4,682+118.5% | $4,082+150.6% | $5,609+82.4% |
| Admin fee / account holder | $23 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |