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 | $46,719 | $76,401-38.9% | $106,387-56.1% | $64,186-27.2% |
| Participation rate | 86.6% | 73.5%+13.0pp | 77.5%+9.1pp | 69.6%+17.0pp |
| Annual return | -6.58% | -2.19%-4.4pp | 0.25%-6.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,894 | $2,680-29.3% | $3,520-46.2% | $2,381-20.5% |
| Participant deferral / active EE | $4,262 | $4,274-0.3% | $5,421-21.4% | $3,470+22.8% |
| Admin fee / account holder | $137 | $4,610-97.0% | $7,510-98.2% | $4,888-97.2% |