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 | $35,019 | $73,867-52.6% | $143,757-75.6% | $68,494-48.9% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -19.19% | 1.01%-20.2pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,287 | $3,184+3.2% | $4,951-33.6% | $2,596+26.6% |
| Participant deferral / active EE | $2,675 | $3,384-20.9% | $5,637-52.5% | $4,027-33.6% |
| Admin fee / account holder | $135 | $5,755-97.6% | $14,673-99.1% | $5,403-97.5% |