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 | $162,246 | $167,307-3.0% | $143,757+12.9% | $134,475+20.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.35% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,272 | $5,619-59.6% | $4,951-54.1% | $4,740-52.1% |
| Participant deferral / active EE | $4,599 | $6,446-28.7% | $5,637-18.4% | $6,400-28.1% |
| Admin fee / account holder | $29 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |