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 | $62,360 | $92,222-32.4% | $76,768-18.8% | $135,375-53.9% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | 1.80% | 5.46%-3.7pp | 2.43%-0.6pp | 519.73%-517.9pp |
| Employer contribution / active EE | $1,152 | $3,216-64.2% | $2,485-53.7% | $4,779-75.9% |
| Participant deferral / active EE | $2,776 | $4,509-38.4% | $3,852-27.9% | $5,609-50.5% |
| Admin fee / account holder | $22 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |