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 | $122,487 | $142,344-13.9% | $119,609+2.4% | $134,475-8.9% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -18.30% | -12.44%-5.9pp | -14.97%-3.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,757 | $5,222-66.3% | $4,232-58.5% | $4,740-62.9% |
| Participant deferral / active EE | $2,808 | $6,469-56.6% | $5,602-49.9% | $6,400-56.1% |
| Admin fee / account holder | $288 | $13,584-97.9% | $10,323-97.2% | $11,426-97.5% |