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 | $94,386 | $142,344-33.7% | $119,609-21.1% | $134,475-29.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.80% | -12.44%-3.4pp | -14.97%-0.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,753 | $5,222-28.1% | $4,232-11.3% | $4,740-20.8% |
| Participant deferral / active EE | $11,393 | $6,469+76.1% | $5,602+103.4% | $6,400+78.0% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |