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 | $30,830 | $67,331-54.2% | $60,874-49.4% | $134,475-77.1% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.1%-0.4pp | 81.2%-8.5pp |
| Annual return | -20.24% | 49.93%-70.2pp | 16.90%-37.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,583 | $3,096-16.6% | $2,701-4.4% | $4,740-45.5% |
| Participant deferral / active EE | $2,951 | $4,538-35.0% | $3,817-22.7% | $6,400-53.9% |
| Admin fee / account holder | $17 | $4,582-99.6% | $3,224-99.5% | $11,426-99.9% |