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 | $129,722 | $142,344-8.9% | $119,609+8.5% | $134,475-3.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 2.04% | -12.44%+14.5pp | -14.97%+17.0pp | 417.96%-415.9pp |
| Employer contribution / active EE | $2,222 | $5,222-57.5% | $4,232-47.5% | $4,740-53.1% |
| Participant deferral / active EE | $8,041 | $6,469+24.3% | $5,602+43.5% | $6,400+25.6% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |