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 | $43,104 | $58,577-26.4% | $83,333-48.3% | $64,186-32.8% |
| Participation rate | 87.0% | 72.0%+14.9pp | 77.8%+9.2pp | 69.6%+17.4pp |
| Annual return | -6.08% | 9.65%-15.7pp | 10.63%-16.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $572 | $2,098-72.7% | $3,379-83.1% | $2,381-76.0% |
| Participant deferral / active EE | $5,720 | $4,654+22.9% | $5,565+2.8% | $3,470+64.9% |
| Admin fee / account holder | $277 | $9,275-97.0% | $7,510-96.3% | $4,888-94.3% |