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 | $132,516 | $92,222+43.7% | $76,768+72.6% | $135,375-2.1% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -6.49% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,924 | $3,216-40.2% | $2,485-22.6% | $4,779-59.7% |
| Participant deferral / active EE | $6,037 | $4,509+33.9% | $3,852+56.7% | $5,609+7.6% |
| Admin fee / account holder | $273 | $10,748-97.5% | $6,675-95.9% | $10,827-97.5% |