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 | $93,746 | $113,935-17.7% | $94,224-0.5% | $125,391-25.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.61% | 5.29%-6.9pp | 10.68%-12.3pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,507 | $4,727-68.1% | $3,587-58.0% | $4,866-69.0% |
| Participant deferral / active EE | $3,088 | $5,179-40.4% | $4,320-28.5% | $5,352-42.3% |
| Admin fee / account holder | $14 | $8,391-99.8% | $6,269-99.8% | $9,540-99.9% |