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 | $21,256 | $64,707-67.2% | $112,228-81.1% | $68,494-69.0% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -16.21% | -11.40%-4.8pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $894 | $2,746-67.4% | $3,635-75.4% | $2,596-65.6% |
| Participant deferral / active EE | $2,930 | $3,565-17.8% | $4,728-38.0% | $4,027-27.2% |
| Admin fee / account holder | $259 | $5,232-95.0% | $6,410-96.0% | $5,403-95.2% |