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 | $64,212 | $56,199+14.3% | $67,652-5.1% | $59,632+7.7% |
| Participation rate | 77.4% | 71.5%+6.0pp | 75.7%+1.8pp | 68.7%+8.7pp |
| Annual return | -1.39% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $819 | $1,614-49.3% | $2,266-63.8% | $2,203-62.8% |
| Participant deferral / active EE | $2,714 | $2,844-4.6% | $3,560-23.8% | $3,192-15.0% |
| Admin fee / account holder | $263 | $3,958-93.4% | $4,821-94.6% | $4,297-93.9% |