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 | $27,259 | $92,222-70.4% | $76,768-64.5% | $135,375-79.9% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -6.42% | 5.46%-11.9pp | 2.43%-8.8pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,053 | $3,216-36.2% | $2,485-17.4% | $4,779-57.0% |
| Participant deferral / active EE | $4,901 | $4,509+8.7% | $3,852+27.3% | $5,609-12.6% |
| Admin fee / account holder | $14 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |