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 | $115,961 | $142,344-18.5% | $119,609-3.0% | $134,475-13.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -15.44% | -12.44%-3.0pp | -14.97%-0.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,630 | $5,222-49.6% | $4,232-37.8% | $4,740-44.5% |
| Participant deferral / active EE | $5,598 | $6,469-13.5% | $5,602-0.1% | $6,400-12.5% |
| Admin fee / account holder | $15 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |