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 | $57,385 | $77,813-26.3% | $123,544-53.6% | $64,186-10.6% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -1.02% | 12.48%-13.5pp | 119.20%-120.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $4,561 | $3,014+51.3% | $4,628-1.5% | $2,381+91.6% |
| Participant deferral / active EE | $9,449 | $5,240+80.3% | $6,426+47.1% | $3,470+172.3% |
| Admin fee / account holder | $121 | $5,519-97.8% | $9,284-98.7% | $4,888-97.5% |