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 | $72,493 | $77,813-6.8% | $123,544-41.3% | $64,186+12.9% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -6.37% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,629 | $3,014-12.8% | $4,628-43.2% | $2,381+10.4% |
| Participant deferral / active EE | $4,078 | $5,240-22.2% | $6,426-36.5% | $3,470+17.5% |
| Admin fee / account holder | $261 | $5,519-95.3% | $9,284-97.2% | $4,888-94.7% |