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 | $24,530 | $42,894-42.8% | $60,874-59.7% | $68,494-64.2% |
| Participation rate | 88.6% | 66.8%+21.8pp | 73.1%+15.5pp | 67.9%+20.7pp |
| Annual return | -12.66% | -13.98%+1.3pp | 16.90%-29.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,508 | $1,978-23.7% | $2,701-44.2% | $2,596-41.9% |
| Participant deferral / active EE | $1,508 | $2,867-47.4% | $3,817-60.5% | $4,027-62.5% |
| Admin fee / account holder | $201 | $3,101-93.5% | $3,224-93.8% | $5,403-96.3% |