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 8-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 | $30,735 | $85,790-64.2% | $67,313-54.3% | $135,375-77.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -8.77% | -0.54%-8.2pp | -4.08%-4.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,300 | $3,487-62.7% | $2,566-49.3% | $4,779-72.8% |
| Participant deferral / active EE | $4,068 | $4,651-12.5% | $3,568+14.0% | $5,609-27.5% |
| Admin fee / account holder | $149 | $6,392-97.7% | $4,507-96.7% | $10,827-98.6% |