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 | $127,531 | $105,860+20.5% | $90,749+40.5% | $134,475-5.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.17% | -11.01%+0.8pp | -12.16%+2.0pp | 417.96%-428.1pp |
| Employer contribution / active EE | $3,898 | $3,462+12.6% | $2,921+33.5% | $4,740-17.8% |
| Participant deferral / active EE | $4,174 | $5,216-20.0% | $4,564-8.5% | $6,400-34.8% |
| Admin fee / account holder | $17 | $13,938-99.9% | $8,445-99.8% | $11,426-99.9% |