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 | $56,503 | $142,344-60.3% | $119,609-52.8% | $134,475-58.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.16% | -12.44%-5.7pp | -14.97%-3.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,679 | $5,222-29.5% | $4,232-13.1% | $4,740-22.4% |
| Participant deferral / active EE | $5,103 | $6,469-21.1% | $5,602-8.9% | $6,400-20.3% |
| Admin fee / account holder | $167 | $13,584-98.8% | $10,323-98.4% | $11,426-98.5% |