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 | $65,256 | $25,979+151.2% | $71,735-9.0% | $68,494-4.7% |
| Participation rate | 90.3% | 54.5%+35.8pp | 62.3%+28.0pp | 67.9%+22.4pp |
| Annual return | -15.79% | -15.10%-0.7pp | 9.14%-24.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,058 | $1,522+100.9% | $2,658+15.1% | $4,027-24.1% |
| Admin fee / account holder | $111 | $2,022-94.5% | $3,974-97.2% | $5,403-97.9% |