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 | $81,259 | $62,586+29.8% | $76,768+5.8% | $64,186+26.6% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -5.91% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,324 | $1,832+26.9% | $2,485-6.5% | $2,381-2.4% |
| Participant deferral / active EE | $4,929 | $3,145+56.7% | $3,852+28.0% | $3,470+42.1% |
| Admin fee / account holder | $103 | $4,667-97.8% | $6,675-98.5% | $4,888-97.9% |