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 | $27,885 | $57,354-51.4% | $83,848-66.7% | $64,186-56.6% |
| Participation rate | 86.2% | 68.6%+17.6pp | 76.1%+10.1pp | 69.6%+16.6pp |
| Annual return | -8.36% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,104 | $2,545-17.3% | $3,631-42.0% | $2,381-11.6% |
| Participant deferral / active EE | $2,408 | $2,993-19.5% | $4,082-41.0% | $3,470-30.6% |
| Admin fee / account holder | $96 | $4,046-97.6% | $5,478-98.2% | $4,888-98.0% |