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 | $20,067 | $85,790-76.6% | $67,313-70.2% | $135,375-85.2% |
| Participation rate | 78.9% | 76.5%+2.5pp | 69.1%+9.9pp | 82.6%-3.7pp |
| Annual return | -7.00% | -0.54%-6.5pp | -4.08%-2.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,128 | $3,487-67.7% | $2,566-56.0% | $4,779-76.4% |
| Participant deferral / active EE | $2,500 | $4,651-46.2% | $3,568-29.9% | $5,609-55.4% |
| Admin fee / account holder | $13 | $6,392-99.8% | $4,507-99.7% | $10,827-99.9% |