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 | $100,684 | $167,484-39.9% | $151,611-33.6% | $134,475-25.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.97% | 7.80%-23.8pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,982 | $6,829-56.3% | $6,166-51.6% | $4,740-37.1% |
| Participant deferral / active EE | $13,473 | $8,986+49.9% | $8,363+61.1% | $6,400+110.5% |
| Admin fee / account holder | $237 | $13,783-98.3% | $11,616-98.0% | $11,426-97.9% |