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 | $42,690 | $167,484-74.5% | $151,611-71.8% | $134,475-68.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -20.25% | 7.80%-28.0pp | 3.33%-23.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,824 | $6,829-73.3% | $6,166-70.4% | $4,740-61.5% |
| Participant deferral / active EE | $4,899 | $8,986-45.5% | $8,363-41.4% | $6,400-23.5% |
| Admin fee / account holder | $161 | $13,783-98.8% | $11,616-98.6% | $11,426-98.6% |