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 | $77,872 | $167,307-53.5% | $143,757-45.8% | $134,475-42.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -19.53% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,360 | $5,619-75.8% | $4,951-72.5% | $4,740-71.3% |
| Participant deferral / active EE | $5,872 | $6,446-8.9% | $5,637+4.2% | $6,400-8.2% |
| Admin fee / account holder | $278 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |