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 | $81,235 | $50,958+59.4% | $74,550+9.0% | $64,186+26.6% |
| Participation rate | 76.9% | 61.1%+15.9pp | 69.1%+7.8pp | 69.6%+7.4pp |
| Annual return | -5.38% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,508 | $1,115+35.2% | $1,961-23.1% | $2,381-36.7% |
| Participant deferral / active EE | $3,016 | $2,301+31.0% | $3,108-3.0% | $3,470-13.1% |
| Admin fee / account holder | $260 | $4,223-93.8% | $5,060-94.9% | $4,888-94.7% |