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 | $41,476 | $81,900-49.4% | $119,609-65.3% | $68,494-39.4% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | -16.70% | -23.82%+7.1pp | -14.97%-1.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,813 | $2,693+41.6% | $4,232-9.9% | $2,596+46.8% |
| Participant deferral / active EE | $5,838 | $4,148+40.8% | $5,602+4.2% | $4,027+45.0% |
| Admin fee / account holder | $14 | $6,582-99.8% | $10,323-99.9% | $5,403-99.7% |