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 | $36,141 | $93,024-61.1% | $77,024-53.1% | $134,475-73.1% |
| Participation rate | 84.2% | 74.5%+9.7pp | 67.9%+16.3pp | 81.2%+3.0pp |
| Annual return | -17.22% | 62.60%-79.8pp | 42.32%-59.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,937 | $3,418+15.2% | $2,812+40.0% | $4,740-16.9% |
| Participant deferral / active EE | $1,079 | $5,238-79.4% | $4,426-75.6% | $6,400-83.1% |
| Admin fee / account holder | $43 | $6,944-99.4% | $5,425-99.2% | $11,426-99.6% |