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 | $34,424 | $67,411-48.9% | $91,001-62.2% | $70,131-50.9% |
| Participation rate | 73.3% | 71.4%+2.0pp | 75.6%-2.3pp | 69.5%+3.8pp |
| Annual return | 20.58% | -40.16%+60.7pp | 4.60%+16.0pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,654 | $1,786-7.4% | $2,456-32.7% | $2,342-29.4% |
| Participant deferral / active EE | $3,338 | $2,823+18.3% | $3,547-5.9% | $3,332+0.2% |
| Admin fee / account holder | $46 | $4,236-98.9% | $5,417-99.1% | $4,645-99.0% |