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 | $165,448 | $167,307-1.1% | $143,757+15.1% | $134,475+23.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.22% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $12,582 | $5,619+123.9% | $4,951+154.1% | $4,740+165.5% |
| Participant deferral / active EE | $7,653 | $6,446+18.7% | $5,637+35.8% | $6,400+19.6% |
| Admin fee / account holder | $9 | $18,088-100.0% | $14,673-99.9% | $11,426-99.9% |