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 | $198,117 | $81,900+141.9% | $119,609+65.6% | $68,494+189.2% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | -13.66% | -23.82%+10.2pp | -14.97%+1.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $5,342 | $2,693+98.3% | $4,232+26.2% | $2,596+105.7% |
| Participant deferral / active EE | $7,532 | $4,148+81.6% | $5,602+34.4% | $4,027+87.0% |
| Admin fee / account holder | $25 | $6,582-99.6% | $10,323-99.8% | $5,403-99.5% |