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 | $128,065 | $167,307-23.5% | $143,757-10.9% | $134,475-4.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.56% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $6,480 | $5,619+15.3% | $4,951+30.9% | $4,740+36.7% |
| Participant deferral / active EE | $13,294 | $6,446+106.3% | $5,637+135.8% | $6,400+107.7% |
| Admin fee / account holder | $5 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |