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 | $94,261 | $167,484-43.7% | $151,611-37.8% | $134,475-29.9% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -17.09% | 7.80%-24.9pp | 3.33%-20.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,457 | $6,829-49.4% | $6,166-43.9% | $4,740-27.1% |
| Participant deferral / active EE | $7,859 | $8,986-12.5% | $8,363-6.0% | $6,400+22.8% |
| Admin fee / account holder | $120 | $13,783-99.1% | $11,616-99.0% | $11,426-98.9% |