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 | $102,121 | $95,862+6.5% | $79,550+28.4% | $134,475-24.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.27% | -2.69%-10.6pp | 0.16%-13.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,585 | $3,128-49.3% | $2,413-34.3% | $4,740-66.6% |
| Participant deferral / active EE | $6,847 | $4,693+45.9% | $3,985+71.8% | $6,400+7.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |