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 | $67,080 | $58,577+14.5% | $83,333-19.5% | $64,186+4.5% |
| Participation rate | 75.9% | 72.0%+3.8pp | 77.8%-1.9pp | 69.6%+6.3pp |
| Annual return | -7.59% | 9.65%-17.2pp | 10.63%-18.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,891 | $2,098-9.9% | $3,379-44.0% | $2,381-20.6% |
| Participant deferral / active EE | $4,241 | $4,654-8.9% | $5,565-23.8% | $3,470+22.2% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |