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 | $62,205 | $57,354+8.5% | $83,848-25.8% | $64,186-3.1% |
| Participation rate | 96.0% | 68.6%+27.4pp | 76.1%+19.9pp | 69.6%+26.4pp |
| Annual return | -6.79% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $602 | $2,545-76.3% | $3,631-83.4% | $2,381-74.7% |
| Participant deferral / active EE | $5,692 | $2,993+90.2% | $4,082+39.4% | $3,470+64.0% |
| Admin fee / account holder | $213 | $4,046-94.7% | $5,478-96.1% | $4,888-95.6% |