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 | $80,322 | $59,805+34.3% | $79,550+1.0% | $68,494+17.3% |
| Participation rate | 72.0% | 61.1%+10.9pp | 69.5%+2.5pp | 67.9%+4.1pp |
| Annual return | -13.95% | -12.30%-1.6pp | 0.16%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,405 | $1,505-6.6% | $2,413-41.8% | $2,596-45.9% |
| Participant deferral / active EE | $2,910 | $3,024-3.8% | $3,985-27.0% | $4,027-27.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |