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 | $175,148 | $127,100+37.8% | $105,738+65.6% | $135,375+29.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -4.48% | 4.49%-9.0pp | 6.27%-10.8pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,461 | $4,107-40.1% | $3,268-24.7% | $4,779-48.5% |
| Participant deferral / active EE | $5,274 | $5,064+4.1% | $4,080+29.3% | $5,609-6.0% |
| Admin fee / account holder | $61 | $9,087-99.3% | $6,913-99.1% | $10,827-99.4% |