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 | $97,186 | $142,344-31.7% | $119,609-18.7% | $134,475-27.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.71% | -12.44%-5.3pp | -14.97%-2.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,080 | $5,222-21.9% | $4,232-3.6% | $4,740-13.9% |
| Participant deferral / active EE | $9,197 | $6,469+42.2% | $5,602+64.2% | $6,400+43.7% |
| Admin fee / account holder | $233 | $13,584-98.3% | $10,323-97.7% | $11,426-98.0% |