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 | $49,041 | $211,958-76.9% | $169,463-71.1% | $135,375-63.8% |
| Participation rate | 81.8% | 82.6%-0.8pp | 77.8%+4.0pp | 82.6%-0.8pp |
| Annual return | -5.82% | 3.26%-9.1pp | 1.83%-7.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,845 | $5,120-44.4% | $4,159-31.6% | $4,779-40.5% |
| Participant deferral / active EE | $3,517 | $6,075-42.1% | $5,277-33.3% | $5,609-37.3% |
| Admin fee / account holder | $167 | $11,471-98.5% | $9,109-98.2% | $10,827-98.5% |