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 | $83,336 | $87,540-4.8% | $75,781+10.0% | $125,391-33.5% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | -2.80% | 13.48%-16.3pp | 9.68%-12.5pp | 282.22%-285.0pp |
| Employer contribution / active EE | $5,198 | $3,930+32.3% | $3,323+56.4% | $4,866+6.8% |
| Participant deferral / active EE | $7,032 | $4,229+66.3% | $3,651+92.6% | $5,352+31.4% |
| Admin fee / account holder | $5 | $6,502-99.9% | $5,299-99.9% | $9,540-100.0% |