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 | $67,985 | $142,344-52.2% | $119,609-43.2% | $134,475-49.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.15% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,230 | $5,222-38.2% | $4,232-23.7% | $4,740-31.9% |
| Participant deferral / active EE | $7,886 | $6,469+21.9% | $5,602+40.8% | $6,400+23.2% |
| Admin fee / account holder | -$444 | $13,584-103.3% | $10,323-104.3% | $11,426-103.9% |