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 | $101,194 | $64,707+56.4% | $112,228-9.8% | $68,494+47.7% |
| Participation rate | 86.2% | 67.2%+19.1pp | 75.1%+11.1pp | 67.9%+18.3pp |
| Annual return | -8.95% | -11.40%+2.5pp | 27.45%-36.4pp | -7.84%-1.1pp |
| Employer contribution / active EE | $1,834 | $2,746-33.2% | $3,635-49.5% | $2,596-29.3% |
| Participant deferral / active EE | $2,827 | $3,565-20.7% | $4,728-40.2% | $4,027-29.8% |
| Admin fee / account holder | $281 | $5,232-94.6% | $6,410-95.6% | $5,403-94.8% |