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 | $42,185 | $167,307-74.8% | $143,757-70.7% | $134,475-68.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -0.82% | 0.46%-1.3pp | -0.04%-0.8pp | 417.96%-418.8pp |
| Employer contribution / active EE | $1,934 | $5,619-65.6% | $4,951-60.9% | $4,740-59.2% |
| Participant deferral / active EE | $2,299 | $6,446-64.3% | $5,637-59.2% | $6,400-64.1% |
| Admin fee / account holder | $124 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |