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 | $16,347 | $75,828-78.4% | $147,614-88.9% | $59,632-72.6% |
| Participation rate | 76.3% | 71.6%+4.7pp | 84.6%-8.3pp | 68.7%+7.6pp |
| Annual return | -1.69% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,534 | $3,485-56.0% | $5,564-72.4% | $2,203-30.3% |
| Participant deferral / active EE | $3,326 | $3,130+6.3% | $4,895-32.1% | $3,192+4.2% |
| Admin fee / account holder | $42 | $5,985-99.3% | $11,611-99.6% | $4,297-99.0% |