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 | $24,628 | $167,307-85.3% | $143,757-82.9% | $134,475-81.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -4.13% | 0.46%-4.6pp | -0.04%-4.1pp | 417.96%-422.1pp |
| Employer contribution / active EE | $1,353 | $5,619-75.9% | $4,951-72.7% | $4,740-71.5% |
| Participant deferral / active EE | $3,844 | $6,446-40.4% | $5,637-31.8% | $6,400-39.9% |
| Admin fee / account holder | $34 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |