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 | $129,347 | $82,286+57.2% | $68,791+88.0% | $134,475-3.8% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.0%+22.6pp | 81.2%+10.4pp |
| Annual return | -8.49% | -2.19%-6.3pp | -6.38%-2.1pp | 417.96%-426.5pp |
| Employer contribution / active EE | $561 | $3,301-83.0% | $2,655-78.9% | $4,740-88.2% |
| Participant deferral / active EE | $3,259 | $4,739-31.2% | $3,941-17.3% | $6,400-49.1% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |