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 | $45,499 | $62,586-27.3% | $76,768-40.7% | $64,186-29.1% |
| Participation rate | 96.0% | 72.8%+23.2pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | -6.46% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,533 | $1,832-16.3% | $2,485-38.3% | $2,381-35.6% |
| Participant deferral / active EE | $2,712 | $3,145-13.7% | $3,852-29.6% | $3,470-21.8% |
| Admin fee / account holder | $238 | $4,667-94.9% | $6,675-96.4% | $4,888-95.1% |