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 | $230,959 | $167,307+38.0% | $143,757+60.7% | $134,475+71.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.29% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $8,402 | $5,619+49.5% | $4,951+69.7% | $4,740+77.3% |
| Participant deferral / active EE | $7,583 | $6,446+17.6% | $5,637+34.5% | $6,400+18.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |