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 | $102,361 | $167,307-38.8% | $143,757-28.8% | $134,475-23.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.44% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,740 | $5,619-33.4% | $4,951-24.5% | $4,740-21.1% |
| Participant deferral / active EE | $5,195 | $6,446-19.4% | $5,637-7.8% | $6,400-18.8% |
| Admin fee / account holder | $239 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |