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 | $79,566 | $82,664-3.7% | $125,339-36.5% | $68,494+16.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -14.68% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,748 | $3,381+10.9% | $4,814-22.1% | $2,596+44.4% |
| Participant deferral / active EE | $9,602 | $6,110+57.1% | $7,446+28.9% | $4,027+138.4% |
| Admin fee / account holder | $119 | $6,275-98.1% | $10,010-98.8% | $5,403-97.8% |