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 | $84,527 | $99,032-14.6% | $80,019+5.6% | $135,375-37.6% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -6.81% | 15.39%-22.2pp | 11.22%-18.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,614 | $3,043-47.0% | $2,468-34.6% | $4,779-66.2% |
| Participant deferral / active EE | $8,036 | $4,282+87.7% | $3,686+118.0% | $5,609+43.3% |
| Admin fee / account holder | $207 | $10,436-98.0% | $6,521-96.8% | $10,827-98.1% |