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 | $74,820 | $142,344-47.4% | $119,609-37.4% | $134,475-44.4% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -6.88% | -12.44%+5.6pp | -14.97%+8.1pp | 417.96%-424.8pp |
| Employer contribution / active EE | $2,933 | $5,222-43.8% | $4,232-30.7% | $4,740-38.1% |
| Participant deferral / active EE | $5,285 | $6,469-18.3% | $5,602-5.7% | $6,400-17.4% |
| Admin fee / account holder | $171 | $13,584-98.7% | $10,323-98.3% | $11,426-98.5% |