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 | $134,944 | $142,344-5.2% | $119,609+12.8% | $134,475+0.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -13.88% | -12.44%-1.4pp | -14.97%+1.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,789 | $5,222-65.8% | $4,232-57.7% | $4,740-62.3% |
| Participant deferral / active EE | $3,298 | $6,469-49.0% | $5,602-41.1% | $6,400-48.5% |
| Admin fee / account holder | $8 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |