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 | $41,871 | $211,958-80.2% | $169,463-75.3% | $135,375-69.1% |
| Participation rate | 76.2% | 82.6%-6.4pp | 77.8%-1.6pp | 82.6%-6.5pp |
| Annual return | -8.30% | 3.26%-11.6pp | 1.83%-10.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $534 | $5,120-89.6% | $4,159-87.2% | $4,779-88.8% |
| Participant deferral / active EE | $2,573 | $6,075-57.7% | $5,277-51.2% | $5,609-54.1% |
| Admin fee / account holder | $194 | $11,471-98.3% | $9,109-97.9% | $10,827-98.2% |