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 | $115,010 | $95,971+19.8% | $74,550+54.3% | $135,375-15.0% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -6.98% | 56.96%-63.9pp | 32.53%-39.5pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,746 | $2,716-35.7% | $1,961-11.0% | $4,779-63.5% |
| Participant deferral / active EE | $5,164 | $3,843+34.4% | $3,108+66.2% | $5,609-7.9% |
| Admin fee / account holder | $261 | $6,522-96.0% | $5,060-94.8% | $10,827-97.6% |