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 | $64,732 | $142,344-54.5% | $119,609-45.9% | $134,475-51.9% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -13.58% | -12.44%-1.1pp | -14.97%+1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,732 | $5,222-47.7% | $4,232-35.4% | $4,740-42.4% |
| Participant deferral / active EE | $2,235 | $6,469-65.5% | $5,602-60.1% | $6,400-65.1% |
| Admin fee / account holder | $224 | $13,584-98.3% | $10,323-97.8% | $11,426-98.0% |