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 | $124,535 | $142,344-12.5% | $119,609+4.1% | $134,475-7.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.90% | -12.44%-1.5pp | -14.97%+1.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,675 | $6,469+49.6% | $5,602+72.7% | $6,400+51.2% |
| Admin fee / account holder | $63 | $13,584-99.5% | $10,323-99.4% | $11,426-99.5% |