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 | $34,216 | $133,958-74.5% | $112,228-69.5% | $134,475-74.6% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -20.19% | 47.11%-67.3pp | 27.45%-47.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,498 | $4,038-62.9% | $3,635-58.8% | $4,740-68.4% |
| Participant deferral / active EE | $1,994 | $5,291-62.3% | $4,728-57.8% | $6,400-68.8% |
| Admin fee / account holder | $50 | $7,489-99.3% | $6,410-99.2% | $11,426-99.6% |