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 | $11,494 | $42,894-73.2% | $60,874-81.1% | $68,494-83.2% |
| Participation rate | 98.0% | 66.8%+31.2pp | 73.1%+24.9pp | 67.9%+30.1pp |
| Annual return | -9.29% | -13.98%+4.7pp | 16.90%-26.2pp | -7.84%-1.4pp |
| Employer contribution / active EE | $995 | $1,978-49.7% | $2,701-63.2% | $2,596-61.7% |
| Participant deferral / active EE | $1,913 | $2,867-33.3% | $3,817-49.9% | $4,027-52.5% |
| Admin fee / account holder | $52 | $3,101-98.3% | $3,224-98.4% | $5,403-99.0% |