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 7-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 | $23,620 | $129,942-81.8% | $104,294-77.4% | $134,475-82.4% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -17.56% | 42.03%-59.6pp | 24.61%-42.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,054 | $4,184-74.8% | $3,372-68.8% | $4,740-77.8% |
| Participant deferral / active EE | $3,791 | $5,588-32.2% | $4,625-18.0% | $6,400-40.8% |
| Admin fee / account holder | $16 | $9,323-99.8% | $7,339-99.8% | $11,426-99.9% |