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 | $107,659 | $127,386-15.5% | $115,037-6.4% | $125,391-14.1% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -1.87% | 31.28%-33.1pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $3,388 | $5,166-34.4% | $4,608-26.5% | $4,866-30.4% |
| Participant deferral / active EE | $8,504 | $6,423+32.4% | $6,026+41.1% | $5,352+58.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |