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 | $19,013 | $73,867-74.3% | $143,757-86.8% | $68,494-72.2% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -13.26% | 1.01%-14.3pp | -0.04%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,037 | $3,184-67.4% | $4,951-79.1% | $2,596-60.1% |
| Participant deferral / active EE | $1,311 | $3,384-61.3% | $5,637-76.7% | $4,027-67.5% |
| Admin fee / account holder | $241 | $5,755-95.8% | $14,673-98.4% | $5,403-95.5% |