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 | $37,243 | $59,774-37.7% | - | $134,475-72.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -7.90% | -10.72%+2.8pp | - | 417.96%-425.9pp |
| Employer contribution / active EE | $1,581 | $2,711-41.7% | - | $4,740-66.6% |
| Participant deferral / active EE | $7,827 | $4,131+89.4% | - | $6,400+22.3% |
| Admin fee / account holder | $152 | $4,003-96.2% | - | $11,426-98.7% |