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 | $52,624 | $140,588-62.6% | $123,104-57.3% | $125,391-58.0% |
| Participation rate | 88.2% | 88.2%0pp | 86.8%+1.5pp | 83.2%+5.0pp |
| Annual return | -0.96% | 16.80%-17.8pp | 13.22%-14.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,482 | $6,041-75.5% | $5,151-71.2% | $4,866-69.5% |
| Participant deferral / active EE | $3,426 | $6,980-50.9% | $6,230-45.0% | $5,352-36.0% |
| Admin fee / account holder | $276 | $11,198-97.5% | $9,015-96.9% | $9,540-97.1% |