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 | $40,476 | $211,958-80.9% | $169,463-76.1% | $135,375-70.1% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -5.04% | 3.26%-8.3pp | 1.83%-6.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,676 | $5,120-67.3% | $4,159-59.7% | $4,779-64.9% |
| Participant deferral / active EE | $3,230 | $6,075-46.8% | $5,277-38.8% | $5,609-42.4% |
| Admin fee / account holder | $213 | $11,471-98.1% | $9,109-97.7% | $10,827-98.0% |