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 | $45,471 | $140,578-67.7% | $100,671-54.8% | $125,391-63.7% |
| Participation rate | 88.2% | 80.4%+7.8pp | 70.7%+17.5pp | 83.2%+5.0pp |
| Annual return | -0.46% | 24.67%-25.1pp | 20.43%-20.9pp | 282.22%-282.7pp |
| Employer contribution / active EE | $3,551 | $5,965-40.5% | $4,012-11.5% | $4,866-27.0% |
| Participant deferral / active EE | $5,511 | $3,981+38.4% | $3,144+75.3% | $5,352+3.0% |
| Admin fee / account holder | $145 | $6,716-97.8% | $4,850-97.0% | $9,540-98.5% |