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 | $61,620 | $142,344-56.7% | $119,609-48.5% | $134,475-54.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.76% | -12.44%-1.3pp | -14.97%+1.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,986 | $5,222-62.0% | $4,232-53.1% | $4,740-58.1% |
| Participant deferral / active EE | $3,374 | $6,469-47.8% | $5,602-39.8% | $6,400-47.3% |
| Admin fee / account holder | $124 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |