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 6-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 | $14,699 | $73,867-80.1% | $143,757-89.8% | $68,494-78.5% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -18.58% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,509 | $3,184-52.6% | $4,951-69.5% | $2,596-41.9% |
| Participant deferral / active EE | $2,994 | $3,384-11.5% | $5,637-46.9% | $4,027-25.6% |
| Admin fee / account holder | $138 | $5,755-97.6% | $14,673-99.1% | $5,403-97.5% |