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 | $58,274 | $92,222-36.8% | $76,768-24.1% | $135,375-57.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -5.33% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $865 | $3,216-73.1% | $2,485-65.2% | $4,779-81.9% |
| Participant deferral / active EE | $2,649 | $4,509-41.3% | $3,852-31.2% | $5,609-52.8% |
| Admin fee / account holder | $142 | $10,748-98.7% | $6,675-97.9% | $10,827-98.7% |