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 | $113,726 | $73,867+54.0% | $143,757-20.9% | $68,494+66.0% |
| Participation rate | 81.1% | 66.7%+14.4pp | 80.3%+0.8pp | 67.9%+13.2pp |
| Annual return | -18.10% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $586 | $3,184-81.6% | $4,951-88.2% | $2,596-77.4% |
| Participant deferral / active EE | $5,731 | $3,384+69.3% | $5,637+1.7% | $4,027+42.3% |
| Admin fee / account holder | $92 | $5,755-98.4% | $14,673-99.4% | $5,403-98.3% |