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 | $142,346 | $152,509-6.7% | $117,472+21.2% | $134,475+5.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.88% | 52.99%-71.9pp | 29.74%-48.6pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,912 | $5,571-47.7% | $4,176-30.3% | $4,740-38.6% |
| Participant deferral / active EE | $5,841 | $4,818+21.2% | $4,070+43.5% | $6,400-8.7% |
| Admin fee / account holder | $151 | $7,004-97.9% | $5,645-97.3% | $11,426-98.7% |