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 | $66,116 | $142,344-53.6% | $119,609-44.7% | $134,475-50.8% |
| Participation rate | 81.3% | 82.8%-1.6pp | 79.3%+2.0pp | 81.2%0pp |
| Annual return | -17.76% | -12.44%-5.3pp | -14.97%-2.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,733 | $5,222-47.7% | $4,232-35.4% | $4,740-42.3% |
| Participant deferral / active EE | $6,402 | $6,469-1.0% | $5,602+14.3% | $6,4000% |
| Admin fee / account holder | $114 | $13,584-99.2% | $10,323-98.9% | $11,426-99.0% |