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 | $96,597 | $167,307-42.3% | $143,757-32.8% | $134,475-28.2% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -18.81% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $7,830 | $5,619+39.4% | $4,951+58.2% | $4,740+65.2% |
| Participant deferral / active EE | $10,487 | $6,446+62.7% | $5,637+86.0% | $6,400+63.9% |
| Admin fee / account holder | -$109 | $18,088-100.6% | $14,673-100.7% | $11,426-101.0% |