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 | $108,157 | $138,044-21.7% | $125,339-13.7% | $134,475-19.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.70% | 750.33%-765.0pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,090 | $5,243-60.1% | $4,814-56.6% | $4,740-55.9% |
| Participant deferral / active EE | $10,115 | $7,799+29.7% | $7,446+35.8% | $6,400+58.1% |
| Admin fee / account holder | $289 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |