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 | $23,950 | $87,540-72.6% | $75,781-68.4% | $125,391-80.9% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -1.05% | 13.48%-14.5pp | 9.68%-10.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,107 | $3,930-71.8% | $3,323-66.7% | $4,866-77.3% |
| Participant deferral / active EE | $1,033 | $4,229-75.6% | $3,651-71.7% | $5,352-80.7% |
| Admin fee / account holder | $113 | $6,502-98.3% | $5,299-97.9% | $9,540-98.8% |