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 | $33,281 | $95,193-65.0% | $76,523-56.5% | $135,375-75.4% |
| Participation rate | 93.3% | 74.4%+18.9pp | 68.0%+25.3pp | 82.6%+10.7pp |
| Annual return | -5.56% | 4.85%-10.4pp | -0.27%-5.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,474 | $3,302+5.2% | $2,647+31.2% | $4,779-27.3% |
| Participant deferral / active EE | $1,732 | $4,639-62.7% | $3,835-54.8% | $5,609-69.1% |
| Admin fee / account holder | $257 | $6,249-95.9% | $4,848-94.7% | $10,827-97.6% |