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 | $38,137 | $62,586-39.1% | $76,768-50.3% | $64,186-40.6% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | -5.89% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,202 | $1,832+20.2% | $2,485-11.4% | $2,381-7.5% |
| Participant deferral / active EE | $4,585 | $3,145+45.8% | $3,852+19.0% | $3,470+32.1% |
| Admin fee / account holder | $219 | $4,667-95.3% | $6,675-96.7% | $4,888-95.5% |