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 | $82,485 | $90,519-8.9% | $93,789-12.1% | $134,475-38.7% |
| Participation rate | 93.3% | 82.0%+11.4pp | 81.0%+12.4pp | 81.2%+12.1pp |
| Annual return | -19.30% | -15.72%-3.6pp | -11.33%-8.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $8,639 | $4,343+98.9% | $4,323+99.9% | $4,740+82.3% |
| Participant deferral / active EE | $0 | $5,978-100.0% | $6,094-100.0% | $6,400-100.0% |
| Admin fee / account holder | $33 | $9,252-99.6% | $7,195-99.5% | $11,426-99.7% |