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 | $120,613 | $100,754+19.7% | $86,677+39.2% | $134,475-10.3% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -15.76% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,276 | $3,489-63.4% | $2,836-55.0% | $4,740-73.1% |
| Participant deferral / active EE | $8,153 | $5,338+52.7% | $4,656+75.1% | $6,400+27.4% |
| Admin fee / account holder | $160 | $10,926-98.5% | $7,493-97.9% | $11,426-98.6% |