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 | $22,872 | $107,791-78.8% | $90,645-74.8% | $135,375-83.1% |
| Participation rate | 77.8% | 78.0%-0.3pp | 74.0%+3.8pp | 82.6%-4.9pp |
| Annual return | -7.56% | -0.90%-6.7pp | 1.88%-9.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $112 | $3,018-96.3% | $2,532-95.6% | $4,779-97.7% |
| Participant deferral / active EE | $1,230 | $3,872-68.2% | $3,425-64.1% | $5,609-78.1% |
| Admin fee / account holder | $15 | $5,930-99.7% | $4,994-99.7% | $10,827-99.9% |