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 | $87,187 | $72,177+20.8% | $115,037-24.2% | $59,632+46.2% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | -0.33% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,878 | $2,841-33.9% | $4,608-59.3% | $2,203-14.8% |
| Participant deferral / active EE | $5,242 | $4,783+9.6% | $6,026-13.0% | $3,192+64.3% |
| Admin fee / account holder | $210 | $4,927-95.7% | $8,175-97.4% | $4,297-95.1% |