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 | $66,802 | $49,177+35.8% | $79,464-15.9% | $64,186+4.1% |
| Participation rate | 76.9% | 65.0%+11.9pp | 73.3%+3.6pp | 69.6%+7.4pp |
| Annual return | -7.03% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,846 | $2,076+37.1% | $2,800+1.6% | $2,381+19.5% |
| Participant deferral / active EE | $5,364 | $2,821+90.1% | $3,704+44.8% | $3,470+54.6% |
| Admin fee / account holder | $226 | $3,839-94.1% | $5,113-95.6% | $4,888-95.4% |