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 | $128,810 | $167,307-23.0% | $143,757-10.4% | $134,475-4.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.95% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $8,280 | $5,619+47.4% | $4,951+67.2% | $4,740+74.7% |
| Participant deferral / active EE | $5,733 | $6,446-11.1% | $5,637+1.7% | $6,400-10.4% |
| Admin fee / account holder | $38 | $18,088-99.8% | $14,673-99.7% | $11,426-99.7% |