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 | $61,492 | $42,894+43.4% | $60,874+1.0% | $68,494-10.2% |
| Participation rate | 86.7% | 66.8%+19.9pp | 73.1%+13.6pp | 67.9%+18.8pp |
| Annual return | -15.05% | -13.98%-1.1pp | 16.90%-31.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,529 | $1,978+27.9% | $2,701-6.4% | $2,596-2.6% |
| Participant deferral / active EE | $5,095 | $2,867+77.7% | $3,817+33.5% | $4,027+26.5% |
| Admin fee / account holder | $191 | $3,101-93.9% | $3,224-94.1% | $5,403-96.5% |