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 | $22,568 | $107,791-79.1% | $90,645-75.1% | $135,375-83.3% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -4.53% | -0.90%-3.6pp | 1.88%-6.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,186 | $3,872-69.4% | $3,425-65.4% | $5,609-78.8% |
| Admin fee / account holder | $15 | $5,930-99.7% | $4,994-99.7% | $10,827-99.9% |