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 | $77,046 | $62,586+23.1% | $76,768+0.4% | $64,186+20.0% |
| Participation rate | 84.0% | 72.8%+11.2pp | 77.0%+7.0pp | 69.6%+14.4pp |
| Annual return | -3.05% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,775 | $1,832-3.1% | $2,485-28.6% | $2,381-25.4% |
| Participant deferral / active EE | $2,898 | $3,145-7.9% | $3,852-24.8% | $3,470-16.5% |
| Admin fee / account holder | $47 | $4,667-99.0% | $6,675-99.3% | $4,888-99.0% |