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 | $81,826 | $133,958-38.9% | $112,228-27.1% | $134,475-39.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -17.87% | 47.11%-65.0pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $10,913 | $4,038+170.3% | $3,635+200.3% | $4,740+130.3% |
| Participant deferral / active EE | $9,327 | $5,291+76.3% | $4,728+97.3% | $6,400+45.7% |
| Admin fee / account holder | $105 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |