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 | $66,866 | $49,177+36.0% | $79,464-15.9% | $64,186+4.2% |
| Participation rate | 82.1% | 65.0%+17.1pp | 73.3%+8.8pp | 69.6%+12.6pp |
| Annual return | -7.61% | -1.16%-6.5pp | 718.14%-725.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $790 | $2,076-62.0% | $2,800-71.8% | $2,381-66.8% |
| Participant deferral / active EE | $2,927 | $2,821+3.7% | $3,704-21.0% | $3,470-15.6% |
| Admin fee / account holder | $1 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |