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 7-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 | $158,512 | $167,307-5.3% | $143,757+10.3% | $134,475+17.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.18% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $6,797 | $5,619+21.0% | $4,951+37.3% | $4,740+43.4% |
| Participant deferral / active EE | $8,106 | $6,446+25.8% | $5,637+43.8% | $6,400+26.7% |
| Admin fee / account holder | $234 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |