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 | $26,136 | $167,307-84.4% | $143,757-81.8% | $134,475-80.6% |
| Participation rate | 70.8% | 84.8%-14.0pp | 80.3%-9.5pp | 81.2%-10.4pp |
| Annual return | -11.95% | 0.46%-12.4pp | -0.04%-11.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,531 | $5,619-72.8% | $4,951-69.1% | $4,740-67.7% |
| Participant deferral / active EE | $3,252 | $6,446-49.6% | $5,637-42.3% | $6,400-49.2% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |