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 | $96,054 | $100,754-4.7% | $86,677+10.8% | $134,475-28.6% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -17.10% | 29.04%-46.1pp | 35.91%-53.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,875 | $3,489-46.3% | $2,836-33.9% | $4,740-60.4% |
| Participant deferral / active EE | $3,580 | $5,338-32.9% | $4,656-23.1% | $6,400-44.1% |
| Admin fee / account holder | $43 | $10,926-99.6% | $7,493-99.4% | $11,426-99.6% |