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 | $62,066 | $127,386-51.3% | $115,037-46.0% | $125,391-50.5% |
| Participation rate | 81.3% | 84.2%-2.9pp | 81.4%-0.1pp | 83.2%-1.9pp |
| Annual return | -1.89% | 31.28%-33.2pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $3,178 | $5,166-38.5% | $4,608-31.0% | $4,866-34.7% |
| Participant deferral / active EE | $5,595 | $6,423-12.9% | $6,026-7.2% | $5,352+4.6% |
| Admin fee / account holder | $248 | $9,516-97.4% | $8,175-97.0% | $9,540-97.4% |