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 | $91,570 | $95,862-4.5% | $79,550+15.1% | $134,475-31.9% |
| Participation rate | 91.3% | 75.0%+16.3pp | 69.5%+21.8pp | 81.2%+10.1pp |
| Annual return | -16.77% | -2.69%-14.1pp | 0.16%-16.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,373 | $3,128+39.8% | $2,413+81.2% | $4,740-7.7% |
| Participant deferral / active EE | $10,660 | $4,693+127.1% | $3,985+167.5% | $6,400+66.6% |
| Admin fee / account holder | $38 | $9,126-99.6% | $6,832-99.5% | $11,426-99.7% |