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 | $138,518 | $59,805+131.6% | $79,550+74.1% | $68,494+102.2% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.5%+23.4pp | 67.9%+25.0pp |
| Annual return | -13.96% | -12.30%-1.7pp | 0.16%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $5,827 | $1,505+287.2% | $2,413+141.5% | $2,596+124.4% |
| Participant deferral / active EE | $10,428 | $3,024+244.8% | $3,985+161.7% | $4,027+158.9% |
| Admin fee / account holder | $85 | $4,835-98.3% | $6,832-98.8% | $5,403-98.4% |