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 | $26,556 | $167,307-84.1% | $143,757-81.5% | $134,475-80.3% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -16.55% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,020 | $5,619-64.0% | $4,951-59.2% | $4,740-57.4% |
| Participant deferral / active EE | $2,285 | $6,446-64.5% | $5,637-59.5% | $6,400-64.3% |
| Admin fee / account holder | $13 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |