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 | $32,148 | $54,380-40.9% | $68,509-53.1% | $59,632-46.1% |
| Participation rate | 70.7% | 70.2%+0.5pp | 74.7%-4.0pp | 68.7%+2.1pp |
| Annual return | -1.16% | 2.83%-4.0pp | 8.27%-9.4pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,019 | $1,539-33.8% | $2,278-55.3% | $2,203-53.7% |
| Participant deferral / active EE | $1,382 | $2,643-47.7% | $3,382-59.1% | $3,192-56.7% |
| Admin fee / account holder | $151 | $3,885-96.1% | $5,275-97.1% | $4,297-96.5% |