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 | $26,110 | $167,307-84.4% | $143,757-81.8% | $134,475-80.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.01% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,300 | $5,619-76.9% | $4,951-73.7% | $4,740-72.6% |
| Participant deferral / active EE | $7,773 | $6,446+20.6% | $5,637+37.9% | $6,400+21.5% |
| Admin fee / account holder | $18 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |