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 | $118,345 | $92,703+27.7% | $82,719+43.1% | $134,475-12.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -19.61% | 944.92%-964.5pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,517 | $3,274+7.4% | $3,009+16.9% | $4,740-25.8% |
| Participant deferral / active EE | $6,086 | $4,802+26.7% | $4,395+38.5% | $6,400-4.9% |
| Admin fee / account holder | $258 | $5,983-95.7% | $5,329-95.2% | $11,426-97.7% |