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 | $130,046 | $110,094+18.1% | $151,611-14.2% | $68,494+89.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.64% | -10.12%-1.5pp | 3.33%-15.0pp | -7.84%-3.8pp |
| Employer contribution / active EE | $4,322 | $4,471-3.3% | $6,166-29.9% | $2,596+66.5% |
| Participant deferral / active EE | $8,505 | $6,527+30.3% | $8,363+1.7% | $4,027+111.2% |
| Admin fee / account holder | $19 | $7,719-99.8% | $11,616-99.8% | $5,403-99.7% |