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 | $21,272 | $95,193-77.7% | $76,523-72.2% | $135,375-84.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -3.32% | 4.85%-8.2pp | -0.27%-3.1pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,402 | $3,302-57.6% | $2,647-47.0% | $4,779-70.7% |
| Participant deferral / active EE | $1,402 | $4,639-69.8% | $3,835-63.4% | $5,609-75.0% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |