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 | $121,714 | $167,307-27.3% | $143,757-15.3% | $134,475-9.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.46% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,248 | $5,619-77.8% | $4,951-74.8% | $4,740-73.7% |
| Participant deferral / active EE | $4,342 | $6,446-32.6% | $5,637-23.0% | $6,400-32.1% |
| Admin fee / account holder | $132 | $18,088-99.3% | $14,673-99.1% | $11,426-98.8% |