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 | $65,417 | $69,518-5.9% | $59,878+9.2% | $135,375-51.7% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.7%+12.8pp | 82.6%+4.9pp |
| Annual return | -7.31% | 7.94%-15.3pp | 3.46%-10.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,399 | $3,235-25.8% | $2,722-11.9% | $4,779-49.8% |
| Participant deferral / active EE | $3,057 | $4,206-27.3% | $3,402-10.1% | $5,609-45.5% |
| Admin fee / account holder | $299 | $5,734-94.8% | $3,590-91.7% | $10,827-97.2% |