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 | $37,458 | $59,805-37.4% | $79,550-52.9% | $68,494-45.3% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | -13.22% | -12.30%-0.9pp | 0.16%-13.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,590 | $1,505+5.7% | $2,413-34.1% | $2,596-38.8% |
| Participant deferral / active EE | $4,101 | $3,024+35.6% | $3,985+2.9% | $4,027+1.8% |
| Admin fee / account holder | $117 | $4,835-97.6% | $6,832-98.3% | $5,403-97.8% |