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 | $82,861 | $91,911-9.8% | $68,793+20.4% | $135,375-38.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -7.43% | -8.22%+0.8pp | -4.63%-2.8pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,424 | $3,924-63.7% | $2,625-45.8% | $4,779-70.2% |
| Participant deferral / active EE | $2,182 | $4,315-49.4% | $3,311-34.1% | $5,609-61.1% |
| Admin fee / account holder | $270 | $9,240-97.1% | $5,131-94.7% | $10,827-97.5% |