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 | $80,185 | $77,813+3.0% | $123,544-35.1% | $64,186+24.9% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+2.9pp | 69.6%+15.6pp |
| Annual return | -6.08% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,695 | $3,014-43.8% | $4,628-63.4% | $2,381-28.8% |
| Participant deferral / active EE | $3,509 | $5,240-33.0% | $6,426-45.4% | $3,470+1.1% |
| Admin fee / account holder | $7 | $5,519-99.9% | $9,284-99.9% | $4,888-99.9% |