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 | $118,039 | $110,094+7.2% | $151,611-22.1% | $68,494+72.3% |
| Participation rate | 89.7% | 84.0%+5.7pp | 87.5%+2.2pp | 67.9%+21.8pp |
| Annual return | -16.62% | -10.12%-6.5pp | 3.33%-19.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $4,150 | $4,471-7.2% | $6,166-32.7% | $2,596+59.9% |
| Participant deferral / active EE | $3,762 | $6,527-42.4% | $8,363-55.0% | $4,027-6.6% |
| Admin fee / account holder | $23 | $7,719-99.7% | $11,616-99.8% | $5,403-99.6% |