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 | $43,001 | $99,032-56.6% | $80,019-46.3% | $135,375-68.2% |
| Participation rate | 81.8% | 78.4%+3.5pp | 75.8%+6.0pp | 82.6%-0.8pp |
| Annual return | -5.41% | 15.39%-20.8pp | 11.22%-16.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,510 | $3,043-50.4% | $2,468-38.8% | $4,779-68.4% |
| Participant deferral / active EE | $3,313 | $4,282-22.6% | $3,686-10.1% | $5,609-40.9% |
| Admin fee / account holder | $7 | $10,436-99.9% | $6,521-99.9% | $10,827-99.9% |