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 | $166,342 | $211,958-21.5% | $169,463-1.8% | $135,375+22.9% |
| Participation rate | 70.8% | 82.6%-11.8pp | 77.8%-6.9pp | 82.6%-11.8pp |
| Annual return | -6.82% | 3.26%-10.1pp | 1.83%-8.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,052 | $5,120-40.4% | $4,159-26.6% | $4,779-36.1% |
| Participant deferral / active EE | $6,700 | $6,075+10.3% | $5,277+27.0% | $5,609+19.5% |
| Admin fee / account holder | $22 | $11,471-99.8% | $9,109-99.8% | $10,827-99.8% |