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 | $101,664 | $64,707+57.1% | $112,228-9.4% | $68,494+48.4% |
| Participation rate | 81.5% | 67.2%+14.3pp | 75.1%+6.4pp | 67.9%+13.6pp |
| Annual return | -19.42% | -11.40%-8.0pp | 27.45%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,706 | $2,746-37.9% | $3,635-53.1% | $2,596-34.3% |
| Participant deferral / active EE | $9,187 | $3,565+157.7% | $4,728+94.3% | $4,027+128.1% |
| Admin fee / account holder | $250 | $5,232-95.2% | $6,410-96.1% | $5,403-95.4% |