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 | $85,715 | $167,484-48.8% | $151,611-43.5% | $134,475-36.3% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -14.87% | 7.80%-22.7pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,059 | $6,829-69.8% | $6,166-66.6% | $4,740-56.6% |
| Participant deferral / active EE | $6,995 | $8,986-22.2% | $8,363-16.4% | $6,400+9.3% |
| Admin fee / account holder | $1 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |