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 | $64,175 | $57,354+11.9% | $83,848-23.5% | $64,1860% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -8.35% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,162 | $2,545-15.0% | $3,631-40.4% | $2,381-9.2% |
| Participant deferral / active EE | $5,298 | $2,993+77.0% | $4,082+29.8% | $3,470+52.7% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |