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 | $29,930 | $100,754-70.3% | $86,677-65.5% | $134,475-77.7% |
| Participation rate | 70.0% | 78.9%-8.9pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -18.29% | 29.04%-47.3pp | 35.91%-54.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,706 | $3,489-51.1% | $2,836-39.9% | $4,740-64.0% |
| Participant deferral / active EE | $4,156 | $5,338-22.1% | $4,656-10.7% | $6,400-35.1% |
| Admin fee / account holder | $32 | $10,926-99.7% | $7,493-99.6% | $11,426-99.7% |