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 | $127,319 | $95,193+33.7% | $76,523+66.4% | $135,375-6.0% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.0%+22.0pp | 82.6%+7.4pp |
| Annual return | -0.43% | 4.85%-5.3pp | -0.27%-0.2pp | 519.73%-520.2pp |
| Employer contribution / active EE | $2,510 | $3,302-24.0% | $2,647-5.2% | $4,779-47.5% |
| Participant deferral / active EE | $5,323 | $4,639+14.7% | $3,835+38.8% | $5,609-5.1% |
| Admin fee / account holder | $142 | $6,249-97.7% | $4,848-97.1% | $10,827-98.7% |