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 | $100,051 | $52,681+89.9% | $75,781+32.0% | $59,632+67.8% |
| Participation rate | 80.6% | 67.2%+13.4pp | 75.8%+4.8pp | 68.7%+12.0pp |
| Annual return | -0.51% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,373 | $2,193+53.8% | $3,323+1.5% | $2,203+53.1% |
| Participant deferral / active EE | $5,068 | $2,591+95.6% | $3,651+38.8% | $3,192+58.8% |
| Admin fee / account holder | $130 | $3,610-96.4% | $5,299-97.6% | $4,297-97.0% |