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 | $45,357 | $85,790-47.1% | $67,313-32.6% | $135,375-66.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -9.24% | -0.54%-8.7pp | -4.08%-5.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,255 | $3,487-64.0% | $2,566-51.1% | $4,779-73.7% |
| Participant deferral / active EE | $2,721 | $4,651-41.5% | $3,568-23.8% | $5,609-51.5% |
| Admin fee / account holder | $198 | $6,392-96.9% | $4,507-95.6% | $10,827-98.2% |