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 | $112,456 | $76,000+48.0% | $154,107-27.0% | $64,186+75.2% |
| Participation rate | 81.8% | 70.4%+11.4pp | 83.0%-1.2pp | 69.6%+12.2pp |
| Annual return | -4.97% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,139 | $3,351-36.2% | $5,298-59.6% | $2,381-10.2% |
| Participant deferral / active EE | $4,811 | $3,175+51.5% | $5,081-5.3% | $3,470+38.7% |
| Admin fee / account holder | $163 | $5,596-97.1% | $13,411-98.8% | $4,888-96.7% |