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 | $40,214 | $82,286-51.1% | $68,791-41.5% | $134,475-70.1% |
| Participation rate | 70.8% | 75.1%-4.2pp | 69.0%+1.8pp | 81.2%-10.4pp |
| Annual return | -16.26% | -2.19%-14.1pp | -6.38%-9.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,818 | $3,301-44.9% | $2,655-31.5% | $4,740-61.7% |
| Participant deferral / active EE | $4,286 | $4,739-9.6% | $3,941+8.7% | $6,400-33.0% |
| Admin fee / account holder | $76 | $6,481-98.8% | $4,932-98.5% | $11,426-99.3% |