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 | $71,287 | $58,577+21.7% | $83,333-14.5% | $64,186+11.1% |
| Participation rate | 82.9% | 72.0%+10.8pp | 77.8%+5.1pp | 69.6%+13.3pp |
| Annual return | -4.11% | 9.65%-13.8pp | 10.63%-14.7pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,619 | $2,098+24.8% | $3,379-22.5% | $2,381+10.0% |
| Participant deferral / active EE | $4,916 | $4,654+5.6% | $5,565-11.7% | $3,470+41.7% |
| Admin fee / account holder | $22 | $9,275-99.8% | $7,510-99.7% | $4,888-99.6% |