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 | $34,253 | $72,177-52.5% | $115,037-70.2% | $59,632-42.6% |
| Participation rate | 76.7% | 72.6%+4.1pp | 81.4%-4.7pp | 68.7%+8.0pp |
| Annual return | -2.19% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,230 | $2,841-56.7% | $4,608-73.3% | $2,203-44.1% |
| Participant deferral / active EE | $4,892 | $4,783+2.3% | $6,026-18.8% | $3,192+53.3% |
| Admin fee / account holder | $228 | $4,927-95.4% | $8,175-97.2% | $4,297-94.7% |