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 | $59,446 | $56,199+5.8% | $67,652-12.1% | $59,632-0.3% |
| Participation rate | 90.3% | 71.5%+18.9pp | 75.7%+14.7pp | 68.7%+21.7pp |
| Annual return | 0.14% | 18505.31%-18505.2pp | 6625.04%-6624.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $2,274 | $1,614+40.9% | $2,266+0.4% | $2,203+3.3% |
| Participant deferral / active EE | $3,941 | $2,844+38.6% | $3,560+10.7% | $3,192+23.5% |
| Admin fee / account holder | $114 | $3,958-97.1% | $4,821-97.6% | $4,297-97.3% |