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 | $66,039 | $95,971-31.2% | $74,550-11.4% | $135,375-51.2% |
| Participation rate | 78.3% | 75.7%+2.6pp | 69.1%+9.1pp | 82.6%-4.4pp |
| Annual return | -6.56% | 56.96%-63.5pp | 32.53%-39.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,197 | $2,716-55.9% | $1,961-39.0% | $4,779-75.0% |
| Participant deferral / active EE | $3,842 | $3,8430% | $3,108+23.6% | $5,609-31.5% |
| Admin fee / account holder | $210 | $6,522-96.8% | $5,060-95.8% | $10,827-98.1% |