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 | $73,559 | $64,707+13.7% | $112,228-34.5% | $68,494+7.4% |
| Participation rate | 75.8% | 67.2%+8.6pp | 75.1%+0.7pp | 67.9%+7.9pp |
| Annual return | -18.57% | -11.40%-7.2pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,313 | $2,746+20.6% | $3,635-8.9% | $2,596+27.6% |
| Participant deferral / active EE | $6,033 | $3,565+69.2% | $4,728+27.6% | $4,027+49.8% |
| Admin fee / account holder | $244 | $5,232-95.3% | $6,410-96.2% | $5,403-95.5% |