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 7-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 | $66,687 | $82,286-19.0% | $68,791-3.1% | $134,475-50.4% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -19.67% | -2.19%-17.5pp | -6.38%-13.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,519 | $3,301-54.0% | $2,655-42.8% | $4,740-68.0% |
| Participant deferral / active EE | $7,909 | $4,739+66.9% | $3,941+100.7% | $6,400+23.6% |
| Admin fee / account holder | $12 | $6,481-99.8% | $4,932-99.8% | $11,426-99.9% |