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 | $28,264 | $100,754-71.9% | $86,677-67.4% | $134,475-79.0% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -18.38% | 29.04%-47.4pp | 35.91%-54.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,797 | $3,489-48.5% | $2,836-36.6% | $4,740-62.1% |
| Participant deferral / active EE | $3,706 | $5,338-30.6% | $4,656-20.4% | $6,400-42.1% |
| Admin fee / account holder | $57 | $10,926-99.5% | $7,493-99.2% | $11,426-99.5% |