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 | $100,599 | $82,664+21.7% | $125,339-19.7% | $68,494+46.9% |
| Participation rate | 79.3% | 75.0%+4.3pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -16.42% | -5.97%-10.4pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,527 | $3,381-54.8% | $4,814-68.3% | $2,596-41.2% |
| Participant deferral / active EE | $3,020 | $6,110-50.6% | $7,446-59.4% | $4,027-25.0% |
| Admin fee / account holder | $14 | $6,275-99.8% | $10,010-99.9% | $5,403-99.7% |