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 | $44,598 | $42,383+5.2% | $76,523-41.7% | $64,186-30.5% |
| Participation rate | 85.0% | 58.1%+26.9pp | 68.0%+17.0pp | 69.6%+15.4pp |
| Annual return | -4.84% | -16.54%+11.7pp | -0.27%-4.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,409 | $1,563-9.9% | $2,647-46.8% | $2,381-40.8% |
| Participant deferral / active EE | $3,662 | $2,566+42.7% | $3,835-4.5% | $3,470+5.6% |
| Admin fee / account holder | $199 | $3,198-93.8% | $4,848-95.9% | $4,888-95.9% |