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 | $67,957 | $105,860-35.8% | $90,749-25.1% | $134,475-49.5% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.7%+18.1pp | 81.2%+12.5pp |
| Annual return | 0.52% | -11.01%+11.5pp | -12.16%+12.7pp | 417.96%-417.4pp |
| Employer contribution / active EE | $4,996 | $3,462+44.3% | $2,921+71.0% | $4,740+5.4% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $227 | $13,938-98.4% | $8,445-97.3% | $11,426-98.0% |