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 | $98,937 | $100,754-1.8% | $86,677+14.1% | $134,475-26.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -19.58% | 29.04%-48.6pp | 35.91%-55.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,185 | $3,489-37.4% | $2,836-23.0% | $4,740-53.9% |
| Participant deferral / active EE | $5,172 | $5,338-3.1% | $4,656+11.1% | $6,400-19.2% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |