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 | $85,632 | $82,664+3.6% | $125,339-31.7% | $68,494+25.0% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -12.40% | -5.97%-6.4pp | 572.05%-584.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,340 | $3,381-30.8% | $4,814-51.4% | $2,596-9.9% |
| Participant deferral / active EE | $7,170 | $6,110+17.3% | $7,446-3.7% | $4,027+78.0% |
| Admin fee / account holder | $91 | $6,275-98.5% | $10,010-99.1% | $5,403-98.3% |