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 | $123,263 | $100,754+22.3% | $86,677+42.2% | $134,475-8.3% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -9.60% | 29.04%-38.6pp | 35.91%-45.5pp | 417.96%-427.6pp |
| Employer contribution / active EE | $4,415 | $3,489+26.5% | $2,836+55.6% | $4,740-6.9% |
| Participant deferral / active EE | $8,228 | $5,338+54.1% | $4,656+76.7% | $6,400+28.6% |
| Admin fee / account holder | $26 | $10,926-99.8% | $7,493-99.6% | $11,426-99.8% |