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 | $63,523 | $67,411-5.8% | $91,001-30.2% | $70,131-9.4% |
| Participation rate | 94.1% | 71.4%+22.8pp | 75.6%+18.5pp | 69.5%+24.6pp |
| Annual return | 15.77% | -40.16%+55.9pp | 4.60%+11.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,512 | $1,786-15.3% | $2,456-38.4% | $2,342-35.4% |
| Participant deferral / active EE | $2,009 | $2,823-28.8% | $3,547-43.4% | $3,332-39.7% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |