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 | $43,636 | $82,286-47.0% | $68,791-36.6% | $134,475-67.6% |
| Participation rate | 92.9% | 75.1%+17.8pp | 69.0%+23.8pp | 81.2%+11.6pp |
| Annual return | -20.36% | -2.19%-18.2pp | -6.38%-14.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,200 | $3,301-33.4% | $2,655-17.2% | $4,740-53.6% |
| Participant deferral / active EE | $5,256 | $4,739+10.9% | $3,941+33.4% | $6,400-17.9% |
| Admin fee / account holder | $27 | $6,481-99.6% | $4,932-99.5% | $11,426-99.8% |