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 | $15,901 | $107,791-85.2% | $90,645-82.5% | $135,375-88.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -9.07% | -0.90%-8.2pp | 1.88%-11.0pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,390 | $3,018-53.9% | $2,532-45.1% | $4,779-70.9% |
| Participant deferral / active EE | $1,920 | $3,872-50.4% | $3,425-43.9% | $5,609-65.8% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |