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 | $94,897 | $91,911+3.2% | $68,793+37.9% | $135,375-29.9% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.43% | -8.22%+2.8pp | -4.63%-0.8pp | 519.73%-525.2pp |
| Employer contribution / active EE | $408 | $3,924-89.6% | $2,625-84.5% | $4,779-91.5% |
| Participant deferral / active EE | $5,592 | $4,315+29.6% | $3,311+68.9% | $5,609-0.3% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |