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 | $47,959 | $56,357-14.9% | $104,294-54.0% | $68,494-30.0% |
| Participation rate | 92.3% | 63.3%+29.1pp | 73.3%+19.0pp | 67.9%+24.4pp |
| Annual return | -15.50% | -9.19%-6.3pp | 24.61%-40.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,992 | $1,960+1.6% | $3,372-40.9% | $2,596-23.3% |
| Participant deferral / active EE | $2,135 | $3,077-30.6% | $4,625-53.8% | $4,027-47.0% |
| Admin fee / account holder | $251 | $4,903-94.9% | $7,339-96.6% | $5,403-95.3% |