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 | $64,488 | $167,484-61.5% | $151,611-57.5% | $134,475-52.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -15.05% | 7.80%-22.8pp | 3.33%-18.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,748 | $6,829-59.8% | $6,166-55.4% | $4,740-42.0% |
| Participant deferral / active EE | $7,208 | $8,986-19.8% | $8,363-13.8% | $6,400+12.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |