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 | $107,040 | $131,829-18.8% | $108,579-1.4% | $273,961-60.9% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.6%+14.9pp | 83.0%+11.4pp |
| Annual return | 7.13% | -91.57%+98.7pp | -51.70%+58.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,932 | $4,912-20.0% | $3,758+4.6% | $4,869-19.2% |
| Participant deferral / active EE | $7,037 | $5,127+37.2% | $4,311+63.2% | $5,287+33.1% |
| Admin fee / account holder | $50 | $10,252-99.5% | $7,645-99.3% | $10,132-99.5% |