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 | $94,024 | $57,354+63.9% | $83,848+12.1% | $64,186+46.5% |
| Participation rate | 71.9% | 68.6%+3.3pp | 76.1%-4.2pp | 69.6%+2.4pp |
| Annual return | -6.25% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,252 | $2,545-50.8% | $3,631-65.5% | $2,381-47.4% |
| Participant deferral / active EE | $3,125 | $2,993+4.4% | $4,082-23.4% | $3,470-9.9% |
| Admin fee / account holder | $111 | $4,046-97.3% | $5,478-98.0% | $4,888-97.7% |