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 | $58,888 | $142,344-58.6% | $119,609-50.8% | $134,475-56.2% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -17.82% | -12.44%-5.4pp | -14.97%-2.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,320 | $5,222-74.7% | $4,232-68.8% | $4,740-72.2% |
| Participant deferral / active EE | $2,936 | $6,469-54.6% | $5,602-47.6% | $6,400-54.1% |
| Admin fee / account holder | $272 | $13,584-98.0% | $10,323-97.4% | $11,426-97.6% |