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 | $63,173 | $95,193-33.6% | $76,523-17.4% | $135,375-53.3% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -5.12% | 4.85%-10.0pp | -0.27%-4.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,218 | $3,302-63.1% | $2,647-54.0% | $4,779-74.5% |
| Participant deferral / active EE | $9,099 | $4,639+96.1% | $3,835+137.2% | $5,609+62.2% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |