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 | $51,822 | $87,540-40.8% | $75,781-31.6% | $125,391-58.7% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -0.26% | 13.48%-13.7pp | 9.68%-9.9pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,293 | $3,930-67.1% | $3,323-61.1% | $4,866-73.4% |
| Participant deferral / active EE | $1,687 | $4,229-60.1% | $3,651-53.8% | $5,352-68.5% |
| Admin fee / account holder | $7 | $6,502-99.9% | $5,299-99.9% | $9,540-99.9% |