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 | $22,309 | $57,354-61.1% | $83,848-73.4% | $64,186-65.2% |
| Participation rate | 89.2% | 68.6%+20.6pp | 76.1%+13.0pp | 69.6%+19.6pp |
| Annual return | -8.09% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,418 | $2,545-44.3% | $3,631-60.9% | $2,381-40.4% |
| Participant deferral / active EE | $4,512 | $2,993+50.7% | $4,082+10.5% | $3,470+30.0% |
| Admin fee / account holder | $71 | $4,046-98.2% | $5,478-98.7% | $4,888-98.5% |