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 | $72,346 | $81,900-11.7% | $119,609-39.5% | $68,494+5.6% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -17.95% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,543 | $2,693-5.6% | $4,232-39.9% | $2,596-2.0% |
| Participant deferral / active EE | $5,949 | $4,148+43.4% | $5,602+6.2% | $4,027+47.7% |
| Admin fee / account holder | $244 | $6,582-96.3% | $10,323-97.6% | $5,403-95.5% |