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 | $100,472 | $140,588-28.5% | $123,104-18.4% | $125,391-19.9% |
| Participation rate | 72.2% | 88.2%-16.0pp | 86.8%-14.6pp | 83.2%-11.0pp |
| Annual return | -2.00% | 16.80%-18.8pp | 13.22%-15.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $3,225 | $6,041-46.6% | $5,151-37.4% | $4,866-33.7% |
| Participant deferral / active EE | $4,792 | $6,980-31.4% | $6,230-23.1% | $5,352-10.5% |
| Admin fee / account holder | $10 | $11,198-99.9% | $9,015-99.9% | $9,540-99.9% |