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 | $92,016 | $142,344-35.4% | $119,609-23.1% | $134,475-31.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.89% | -12.44%-2.4pp | -14.97%+0.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,379 | $5,222-73.6% | $4,232-67.4% | $4,740-70.9% |
| Participant deferral / active EE | $6,674 | $6,469+3.2% | $5,602+19.1% | $6,400+4.3% |
| Admin fee / account holder | $224 | $13,584-98.4% | $10,323-97.8% | $11,426-98.0% |