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 | $107,376 | $93,024+15.4% | $77,024+39.4% | $134,475-20.2% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -9.41% | 62.60%-72.0pp | 42.32%-51.7pp | 417.96%-427.4pp |
| Employer contribution / active EE | $8,061 | $3,418+135.8% | $2,812+186.6% | $4,740+70.1% |
| Participant deferral / active EE | $5,238 | $5,2380% | $4,426+18.3% | $6,400-18.2% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |