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 | $75,937 | $95,193-20.2% | $76,523-0.8% | $135,375-43.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -6.78% | 4.85%-11.6pp | -0.27%-6.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,621 | $3,302-50.9% | $2,647-38.8% | $4,779-66.1% |
| Participant deferral / active EE | $3,328 | $4,639-28.3% | $3,835-13.2% | $5,609-40.7% |
| Admin fee / account holder | $62 | $6,249-99.0% | $4,848-98.7% | $10,827-99.4% |