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 | $130,959 | $83,908+56.1% | $68,509+91.2% | $125,391+4.4% |
| Participation rate | 70.0% | 78.2%-8.2pp | 74.7%-4.7pp | 83.2%-13.2pp |
| Annual return | -0.61% | 14.48%-15.1pp | 8.27%-8.9pp | 282.22%-282.8pp |
| Employer contribution / active EE | $2,441 | $3,031-19.5% | $2,278+7.2% | $4,866-49.8% |
| Participant deferral / active EE | $6,284 | $4,125+52.3% | $3,382+85.8% | $5,352+17.4% |
| Admin fee / account holder | $8 | $8,982-99.9% | $5,275-99.9% | $9,540-99.9% |