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 | $125,126 | $127,386-1.8% | $115,037+8.8% | $125,391-0.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.81% | 31.28%-32.1pp | 26.14%-26.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,975 | $5,166-42.4% | $4,608-35.4% | $4,866-38.9% |
| Participant deferral / active EE | $6,012 | $6,423-6.4% | $6,026-0.2% | $5,352+12.3% |
| Admin fee / account holder | $5 | $9,516-100.0% | $8,175-99.9% | $9,540-100.0% |