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 | $26,536 | $73,867-64.1% | $143,757-81.5% | $68,494-61.3% |
| Participation rate | 84.4% | 66.7%+17.7pp | 80.3%+4.1pp | 67.9%+16.5pp |
| Annual return | -18.40% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,449 | $3,184-54.5% | $4,951-70.7% | $2,596-44.2% |
| Participant deferral / active EE | $3,248 | $3,384-4.0% | $5,637-42.4% | $4,027-19.3% |
| Admin fee / account holder | $4 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |