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 | $54,601 | $54,380+0.4% | $68,509-20.3% | $59,632-8.4% |
| Participation rate | 85.0% | 70.2%+14.8pp | 74.7%+10.3pp | 68.7%+16.3pp |
| Annual return | 0.67% | 2.83%-2.2pp | 8.27%-7.6pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,318 | $1,539+50.6% | $2,278+1.8% | $2,203+5.2% |
| Participant deferral / active EE | $2,904 | $2,643+9.9% | $3,382-14.1% | $3,192-9.0% |
| Admin fee / account holder | $11 | $3,885-99.7% | $5,275-99.8% | $4,297-99.7% |