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 | $94,972 | $147,167-35.5% | $111,392-14.7% | $135,375-29.8% |
| Participation rate | 82.4% | 84.0%-1.7pp | 78.9%+3.5pp | 82.6%-0.3pp |
| Annual return | -7.40% | -4.44%-3.0pp | -2.06%-5.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,811 | $5,204-26.8% | $4,328-11.9% | $4,779-20.2% |
| Participant deferral / active EE | $9,218 | $6,565+40.4% | $5,567+65.6% | $5,609+64.3% |
| Admin fee / account holder | $5 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |