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 | $134,081 | $167,484-19.9% | $151,611-11.6% | $134,475-0.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -15.55% | 7.80%-23.3pp | 3.33%-18.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,615 | $6,829-76.4% | $6,166-73.8% | $4,740-65.9% |
| Participant deferral / active EE | $3,339 | $8,986-62.8% | $8,363-60.1% | $6,400-47.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |