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 | $126,811 | $92,222+37.5% | $76,768+65.2% | $135,375-6.3% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | -7.39% | 5.46%-12.9pp | 2.43%-9.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,933 | $3,216-39.9% | $2,485-22.2% | $4,779-59.5% |
| Participant deferral / active EE | $5,691 | $4,509+26.2% | $3,852+47.8% | $5,609+1.5% |
| Admin fee / account holder | $180 | $10,748-98.3% | $6,675-97.3% | $10,827-98.3% |