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 6-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 | $37,233 | $81,900-54.5% | $119,609-68.9% | $68,494-45.6% |
| Participation rate | 89.7% | 71.9%+17.9pp | 79.3%+10.5pp | 67.9%+21.9pp |
| Annual return | -15.95% | -23.82%+7.9pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $915 | $2,693-66.0% | $4,232-78.4% | $2,596-64.7% |
| Participant deferral / active EE | $2,894 | $4,148-30.2% | $5,602-48.3% | $4,027-28.1% |
| Admin fee / account holder | $46 | $6,582-99.3% | $10,323-99.6% | $5,403-99.2% |