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 | $117,698 | $133,958-12.1% | $112,228+4.9% | $134,475-12.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -15.79% | 47.11%-62.9pp | 27.45%-43.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,708 | $4,038-32.9% | $3,635-25.5% | $4,740-42.9% |
| Participant deferral / active EE | $6,465 | $5,291+22.2% | $4,728+36.7% | $6,400+1.0% |
| Admin fee / account holder | $169 | $7,489-97.7% | $6,410-97.4% | $11,426-98.5% |