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 | $50,500 | $81,900-38.3% | $119,609-57.8% | $68,494-26.3% |
| Participation rate | 88.0% | 71.9%+16.1pp | 79.3%+8.7pp | 67.9%+20.1pp |
| Annual return | -18.02% | -23.82%+5.8pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,203 | $2,693-18.2% | $4,232-47.9% | $2,596-15.2% |
| Participant deferral / active EE | $4,005 | $4,148-3.5% | $5,602-28.5% | $4,027-0.6% |
| Admin fee / account holder | $165 | $6,582-97.5% | $10,323-98.4% | $5,403-96.9% |