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 | $87,002 | $167,484-48.1% | $151,611-42.6% | $134,475-35.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -15.44% | 7.80%-23.2pp | 3.33%-18.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,395 | $6,829-64.9% | $6,166-61.2% | $4,740-49.5% |
| Participant deferral / active EE | $8,012 | $8,986-10.8% | $8,363-4.2% | $6,400+25.2% |
| Admin fee / account holder | $179 | $13,783-98.7% | $11,616-98.5% | $11,426-98.4% |