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 | $133,385 | $142,344-6.3% | $119,609+11.5% | $134,475-0.8% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -17.44% | -12.44%-5.0pp | -14.97%-2.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,782 | $5,222-65.9% | $4,232-57.9% | $4,740-62.4% |
| Participant deferral / active EE | $10,437 | $6,469+61.3% | $5,602+86.3% | $6,400+63.1% |
| Admin fee / account holder | $33 | $13,584-99.8% | $10,323-99.7% | $11,426-99.7% |