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 | $133,410 | $167,484-20.3% | $151,611-12.0% | $134,475-0.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.09% | 7.80%-20.9pp | 3.33%-16.4pp | 417.96%-431.1pp |
| Employer contribution / active EE | $5,753 | $6,829-15.8% | $6,166-6.7% | $4,740+21.4% |
| Participant deferral / active EE | $18,766 | $8,986+108.8% | $8,363+124.4% | $6,400+193.2% |
| Admin fee / account holder | $77 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |