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 | $76,245 | $54,380+40.2% | $68,509+11.3% | $59,632+27.9% |
| Participation rate | 82.1% | 70.2%+12.0pp | 74.7%+7.4pp | 68.7%+13.5pp |
| Annual return | -1.25% | 2.83%-4.1pp | 8.27%-9.5pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,157 | $1,539+40.2% | $2,278-5.3% | $2,203-2.1% |
| Participant deferral / active EE | $3,486 | $2,643+31.9% | $3,382+3.1% | $3,192+9.2% |
| Admin fee / account holder | $298 | $3,885-92.3% | $5,275-94.4% | $4,297-93.1% |