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 | $135,786 | $167,307-18.8% | $143,757-5.5% | $134,475+1.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.12% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,882 | $5,619-48.7% | $4,951-41.8% | $4,740-39.2% |
| Participant deferral / active EE | $6,490 | $6,446+0.7% | $5,637+15.1% | $6,400+1.4% |
| Admin fee / account holder | $244 | $18,088-98.7% | $14,673-98.3% | $11,426-97.9% |