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 | $117,695 | $100,754+16.8% | $86,677+35.8% | $134,475-12.5% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -16.20% | 29.04%-45.2pp | 35.91%-52.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $991 | $3,489-71.6% | $2,836-65.1% | $4,740-79.1% |
| Participant deferral / active EE | $10,433 | $5,338+95.5% | $4,656+124.1% | $6,400+63.0% |
| Admin fee / account holder | $89 | $10,926-99.2% | $7,493-98.8% | $11,426-99.2% |