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 | $95,434 | $95,862-0.4% | $79,550+20.0% | $134,475-29.0% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -11.55% | -2.69%-8.9pp | 0.16%-11.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,476 | $3,128-20.9% | $2,413+2.6% | $4,740-47.8% |
| Participant deferral / active EE | $4,250 | $4,693-9.4% | $3,985+6.6% | $6,400-33.6% |
| Admin fee / account holder | $10 | $9,126-99.9% | $6,832-99.8% | $11,426-99.9% |