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 | $52,951 | $100,754-47.4% | $86,677-38.9% | $134,475-60.6% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -17.32% | 29.04%-46.4pp | 35.91%-53.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,788 | $3,489-48.8% | $2,836-37.0% | $4,740-62.3% |
| Participant deferral / active EE | $3,051 | $5,338-42.8% | $4,656-34.5% | $6,400-52.3% |
| Admin fee / account holder | $13 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |