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 | $113,996 | $105,860+7.7% | $90,749+25.6% | $134,475-15.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -14.85% | -11.01%-3.8pp | -12.16%-2.7pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,228 | $3,462-64.5% | $2,921-58.0% | $4,740-74.1% |
| Participant deferral / active EE | $2,629 | $5,216-49.6% | $4,564-42.4% | $6,400-58.9% |
| Admin fee / account holder | $259 | $13,938-98.1% | $8,445-96.9% | $11,426-97.7% |