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 | $48,552 | $62,586-22.4% | $76,768-36.8% | $64,186-24.4% |
| Participation rate | 96.6% | 72.8%+23.7pp | 77.0%+19.6pp | 69.6%+27.0pp |
| Annual return | -4.64% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,228 | $1,832+76.2% | $2,485+29.9% | $2,381+35.6% |
| Participant deferral / active EE | $2,572 | $3,145-18.2% | $3,852-33.2% | $3,470-25.9% |
| Admin fee / account holder | $41 | $4,667-99.1% | $6,675-99.4% | $4,888-99.2% |