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 | $28,760 | $105,860-72.8% | $90,749-68.3% | $134,475-78.6% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.7%-5.7pp | 81.2%-11.2pp |
| Annual return | -17.46% | -11.01%-6.4pp | -12.16%-5.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,356 | $3,462-3.1% | $2,921+14.9% | $4,740-29.2% |
| Participant deferral / active EE | $5,550 | $5,216+6.4% | $4,564+21.6% | $6,400-13.3% |
| Admin fee / account holder | $220 | $13,938-98.4% | $8,445-97.4% | $11,426-98.1% |