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 5-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 | $28,592 | $133,958-78.7% | $112,228-74.5% | $134,475-78.7% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -12.85% | 47.11%-60.0pp | 27.45%-40.3pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,870 | $4,038-28.9% | $3,635-21.0% | $4,740-39.4% |
| Participant deferral / active EE | $7,185 | $5,291+35.8% | $4,728+52.0% | $6,400+12.3% |
| Admin fee / account holder | $177 | $7,489-97.6% | $6,410-97.2% | $11,426-98.4% |