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 | $66,216 | $49,280+34.4% | $67,313-1.6% | $64,186+3.2% |
| Participation rate | 88.7% | 60.8%+27.9pp | 69.1%+19.6pp | 69.6%+19.1pp |
| Annual return | -3.57% | -1.39%-2.2pp | -4.08%+0.5pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,088 | $1,668-34.8% | $2,566-57.6% | $2,381-54.3% |
| Participant deferral / active EE | $3,718 | $2,484+49.7% | $3,568+4.2% | $3,470+7.1% |
| Admin fee / account holder | $227 | $3,863-94.1% | $4,507-95.0% | $4,888-95.3% |