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 | $156,269 | $81,900+90.8% | $119,609+30.7% | $68,494+128.1% |
| Participation rate | 90.9% | 71.9%+19.0pp | 79.3%+11.6pp | 67.9%+23.0pp |
| Annual return | 5.09% | -23.82%+28.9pp | -14.97%+20.1pp | -7.84%+12.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,506 | $4,148+32.7% | $5,602-1.7% | $4,027+36.7% |
| Admin fee / account holder | $95 | $6,582-98.6% | $10,323-99.1% | $5,403-98.2% |