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 | $68,037 | $83,908-18.9% | $68,509-0.7% | $125,391-45.7% |
| Participation rate | 73.7% | 78.2%-4.5pp | 74.7%-1.0pp | 83.2%-9.5pp |
| Annual return | -1.66% | 14.48%-16.1pp | 8.27%-9.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,855 | $4,125-55.0% | $3,382-45.2% | $5,352-65.3% |
| Admin fee / account holder | $129 | $8,982-98.6% | $5,275-97.6% | $9,540-98.7% |