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 | $64,672 | $62,586+3.3% | $76,768-15.8% | $64,186+0.8% |
| Participation rate | 86.7% | 72.8%+13.9pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | -2.59% | -1.95%-0.6pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $3,727 | $1,832+103.4% | $2,485+50.0% | $2,381+56.5% |
| Participant deferral / active EE | $9,884 | $3,145+214.3% | $3,852+156.6% | $3,470+184.9% |
| Admin fee / account holder | $104 | $4,667-97.8% | $6,675-98.4% | $4,888-97.9% |