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 | $85,877 | $56,484+52.0% | $169,463-49.3% | $64,186+33.8% |
| Participation rate | 90.2% | 64.5%+25.7pp | 77.8%+12.5pp | 69.6%+20.7pp |
| Annual return | -2.72% | -1.55%-1.2pp | 1.83%-4.6pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,565 | $1,832-14.6% | $4,159-62.4% | $2,381-34.3% |
| Participant deferral / active EE | $7,680 | $3,448+122.7% | $5,277+45.5% | $3,470+121.3% |
| Admin fee / account holder | $13 | $4,174-99.7% | $9,109-99.9% | $4,888-99.7% |