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 | $114,313 | $133,958-14.7% | $112,228+1.9% | $134,475-15.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.12% | 47.11%-66.2pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,339 | $4,038-42.1% | $3,635-35.6% | $4,740-50.7% |
| Participant deferral / active EE | $5,056 | $5,291-4.4% | $4,728+6.9% | $6,400-21.0% |
| Admin fee / account holder | $199 | $7,489-97.3% | $6,410-96.9% | $11,426-98.3% |