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 | $83,265 | $97,044-14.2% | $83,333-0.1% | $135,375-38.5% |
| Participation rate | 77.8% | 80.4%-2.6pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -8.77% | 12.31%-21.1pp | 10.63%-19.4pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,151 | $4,143-72.2% | $3,379-65.9% | $4,779-75.9% |
| Participant deferral / active EE | $5,922 | $5,964-0.7% | $5,565+6.4% | $5,609+5.6% |
| Admin fee / account holder | $17 | $8,380-99.8% | $7,510-99.8% | $10,827-99.8% |