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 | $67,906 | $142,344-52.3% | $119,609-43.2% | $134,475-49.5% |
| Participation rate | 85.0% | 82.8%+2.2pp | 79.3%+5.7pp | 81.2%+3.8pp |
| Annual return | -15.59% | -12.44%-3.1pp | -14.97%-0.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,342 | $5,222-74.3% | $4,232-68.3% | $4,740-71.7% |
| Participant deferral / active EE | $3,579 | $6,469-44.7% | $5,602-36.1% | $6,400-44.1% |
| Admin fee / account holder | $5 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |