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 | $87,060 | $73,004+19.3% | $90,749-4.1% | $68,494+27.1% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -18.12% | -13.81%-4.3pp | -12.16%-6.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,605 | $2,193-26.8% | $2,921-45.1% | $2,596-38.2% |
| Participant deferral / active EE | $3,395 | $3,627-6.4% | $4,564-25.6% | $4,027-15.7% |
| Admin fee / account holder | $253 | $5,896-95.7% | $8,445-97.0% | $5,403-95.3% |