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 | $33,255 | $57,354-42.0% | $83,848-60.3% | $64,186-48.2% |
| Participation rate | 86.2% | 68.6%+17.6pp | 76.1%+10.1pp | 69.6%+16.6pp |
| Annual return | -7.66% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,260 | $2,545-50.5% | $3,631-65.3% | $2,381-47.1% |
| Participant deferral / active EE | $3,483 | $2,993+16.4% | $4,082-14.7% | $3,470+0.4% |
| Admin fee / account holder | $170 | $4,046-95.8% | $5,478-96.9% | $4,888-96.5% |