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 | $56,431 | $59,805-5.6% | $79,550-29.1% | $68,494-17.6% |
| Participation rate | 88.5% | 61.1%+27.4pp | 69.5%+19.0pp | 67.9%+20.6pp |
| Annual return | -18.29% | -12.30%-6.0pp | 0.16%-18.5pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,190 | $1,505+111.9% | $2,413+32.2% | $2,596+22.9% |
| Participant deferral / active EE | $5,205 | $3,024+72.1% | $3,985+30.6% | $4,027+29.2% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |