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 8-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 | $30,817 | $95,862-67.9% | $79,550-61.3% | $134,475-77.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -19.40% | -2.69%-16.7pp | 0.16%-19.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,456 | $3,128-21.5% | $2,413+1.8% | $4,740-48.2% |
| Participant deferral / active EE | $4,858 | $4,693+3.5% | $3,985+21.9% | $6,400-24.1% |
| Admin fee / account holder | $16 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |