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 | $23,411 | $99,032-76.4% | $80,019-70.7% | $135,375-82.7% |
| Participation rate | 72.7% | 78.4%-5.6pp | 75.8%-3.1pp | 82.6%-9.9pp |
| Annual return | -7.82% | 15.39%-23.2pp | 11.22%-19.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,901 | $4,282-55.6% | $3,686-48.4% | $5,609-66.1% |
| Admin fee / account holder | $52 | $10,436-99.5% | $6,521-99.2% | $10,827-99.5% |