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 | $20,268 | $92,222-78.0% | $76,768-73.6% | $135,375-85.0% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -7.73% | 5.46%-13.2pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,279 | $3,216-29.1% | $2,485-8.3% | $4,779-52.3% |
| Participant deferral / active EE | $6,310 | $4,509+40.0% | $3,852+63.8% | $5,609+12.5% |
| Admin fee / account holder | $260 | $10,748-97.6% | $6,675-96.1% | $10,827-97.6% |