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 | $57,830 | $62,586-7.6% | $76,768-24.7% | $64,186-9.9% |
| Participation rate | 84.0% | 72.8%+11.2pp | 77.0%+7.0pp | 69.6%+14.4pp |
| Annual return | -4.80% | -1.95%-2.9pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,710 | $1,832-6.6% | $2,485-31.2% | $2,381-28.2% |
| Participant deferral / active EE | $1,964 | $3,145-37.5% | $3,852-49.0% | $3,470-43.4% |
| Admin fee / account holder | $243 | $4,667-94.8% | $6,675-96.4% | $4,888-95.0% |