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 | $80,971 | $175,600-53.9% | $129,110-37.3% | $134,475-39.8% |
| Participation rate | 93.8% | 81.6%+12.2pp | 77.3%+16.5pp | 81.2%+12.5pp |
| Annual return | -16.61% | -11.39%-5.2pp | -10.94%-5.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,823 | $6,355-39.8% | $5,052-24.3% | $4,740-19.3% |
| Participant deferral / active EE | $9,516 | $7,975+19.3% | $6,542+45.5% | $6,400+48.7% |
| Admin fee / account holder | $115 | $23,567-99.5% | $14,302-99.2% | $11,426-99.0% |