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 | $69,334 | $59,107+17.3% | $86,436-19.8% | $68,494+1.2% |
| Participation rate | 96.0% | 75.2%+20.8pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -14.10% | -0.23%-13.9pp | 4394.89%-4409.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $5,305 | $2,519+110.6% | $3,769+40.8% | $2,596+104.3% |
| Participant deferral / active EE | $10,493 | $5,901+77.8% | $6,952+50.9% | $4,027+160.5% |
| Admin fee / account holder | $79 | $5,637-98.6% | $6,731-98.8% | $5,403-98.5% |