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 | $17,733 | $97,044-81.7% | $83,333-78.7% | $135,375-86.9% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -9.04% | 12.31%-21.3pp | 10.63%-19.7pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,297 | $4,143-68.7% | $3,379-61.6% | $4,779-72.9% |
| Participant deferral / active EE | $3,904 | $5,964-34.5% | $5,565-29.8% | $5,609-30.4% |
| Admin fee / account holder | $13 | $8,380-99.9% | $7,510-99.8% | $10,827-99.9% |