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 | $65,623 | $71,883-8.7% | $86,677-24.3% | $68,494-4.2% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -7.69% | 3.52%-11.2pp | 35.91%-43.6pp | -7.84%+0.2pp |
| Employer contribution / active EE | $1,633 | $2,173-24.8% | $2,836-42.4% | $2,596-37.1% |
| Participant deferral / active EE | $2,243 | $3,779-40.6% | $4,656-51.8% | $4,027-44.3% |
| Admin fee / account holder | $148 | $6,112-97.6% | $7,493-98.0% | $5,403-97.3% |