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 | $107,986 | $127,386-15.2% | $115,037-6.1% | $125,391-13.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -2.03% | 31.28%-33.3pp | 26.14%-28.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,133 | $5,166-58.7% | $4,608-53.7% | $4,866-56.2% |
| Participant deferral / active EE | $6,765 | $6,423+5.3% | $6,026+12.2% | $5,352+26.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |