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 | $109,604 | $142,344-23.0% | $119,609-8.4% | $134,475-18.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.81% | -12.44%+5.6pp | -14.97%+8.2pp | 417.96%-424.8pp |
| Employer contribution / active EE | $5,979 | $5,222+14.5% | $4,232+41.3% | $4,740+26.1% |
| Participant deferral / active EE | $9,336 | $6,469+44.3% | $5,602+66.6% | $6,400+45.9% |
| Admin fee / account holder | $4 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |