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 | $150,587 | $167,484-10.1% | $151,611-0.7% | $134,475+12.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.93% | 7.80%-21.7pp | 3.33%-17.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,050 | $6,829-40.7% | $6,166-34.3% | $4,740-14.6% |
| Participant deferral / active EE | $9,800 | $8,986+9.1% | $8,363+17.2% | $6,400+53.1% |
| Admin fee / account holder | $236 | $13,783-98.3% | $11,616-98.0% | $11,426-97.9% |