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 | $155,474 | $73,867+110.5% | $143,757+8.2% | $68,494+127.0% |
| Participation rate | 82.8% | 66.7%+16.1pp | 80.3%+2.5pp | 67.9%+14.9pp |
| Annual return | -18.52% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,911 | $3,184+22.8% | $4,951-21.0% | $2,596+50.6% |
| Participant deferral / active EE | $4,063 | $3,384+20.0% | $5,637-27.9% | $4,027+0.9% |
| Admin fee / account holder | $11 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |