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 | $122,267 | $95,971+27.4% | $74,550+64.0% | $135,375-9.7% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -4.80% | 56.96%-61.8pp | 32.53%-37.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,614 | $2,716-3.8% | $1,961+33.3% | $4,779-45.3% |
| Participant deferral / active EE | $2,912 | $3,843-24.2% | $3,108-6.3% | $5,609-48.1% |
| Admin fee / account holder | $23 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |