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 | $31,878 | $107,791-70.4% | $90,645-64.8% | $135,375-76.5% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -6.47% | -0.90%-5.6pp | 1.88%-8.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,212 | $3,018-26.7% | $2,532-12.6% | $4,779-53.7% |
| Participant deferral / active EE | $6,085 | $3,872+57.1% | $3,425+77.7% | $5,609+8.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |