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 | $32,238 | $142,344-77.4% | $119,609-73.0% | $134,475-76.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -19.22% | -12.44%-6.8pp | -14.97%-4.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,079 | $5,222-41.0% | $4,232-27.2% | $4,740-35.0% |
| Participant deferral / active EE | $3,692 | $6,469-42.9% | $5,602-34.1% | $6,400-42.3% |
| Admin fee / account holder | $188 | $13,584-98.6% | $10,323-98.2% | $11,426-98.4% |