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 | $123,886 | $73,867+67.7% | $143,757-13.8% | $68,494+80.9% |
| Participation rate | 74.4% | 66.7%+7.8pp | 80.3%-5.9pp | 67.9%+6.5pp |
| Annual return | -15.54% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,346 | $3,184-26.3% | $4,951-52.6% | $2,596-9.6% |
| Participant deferral / active EE | $5,392 | $3,384+59.3% | $5,637-4.4% | $4,027+33.9% |
| Admin fee / account holder | -$22 | $5,755-100.4% | $14,673-100.1% | $5,403-100.4% |