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 | $50,366 | $76,401-34.1% | $106,387-52.7% | $64,186-21.5% |
| Participation rate | 96.4% | 73.5%+22.8pp | 77.5%+18.9pp | 69.6%+26.8pp |
| Annual return | -6.11% | -2.19%-3.9pp | 0.25%-6.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,219 | $2,680-17.2% | $3,520-36.9% | $2,381-6.8% |
| Participant deferral / active EE | $6,071 | $4,274+42.1% | $5,421+12.0% | $3,470+75.0% |
| Admin fee / account holder | $186 | $4,610-96.0% | $7,510-97.5% | $4,888-96.2% |