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 | $75,422 | $71,883+4.9% | $86,677-13.0% | $68,494+10.1% |
| Participation rate | 86.1% | 72.2%+13.9pp | 76.6%+9.5pp | 67.9%+18.2pp |
| Annual return | -17.69% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,200 | $2,173-44.8% | $2,836-57.7% | $2,596-53.8% |
| Participant deferral / active EE | $6,106 | $3,779+61.6% | $4,656+31.2% | $4,027+51.6% |
| Admin fee / account holder | $252 | $6,112-95.9% | $7,493-96.6% | $5,403-95.3% |