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 | $14,618 | $42,894-65.9% | $60,874-76.0% | $68,494-78.7% |
| Participation rate | 82.0% | 66.8%+15.2pp | 73.1%+8.9pp | 67.9%+14.1pp |
| Annual return | -14.05% | -13.98%-0.1pp | 16.90%-30.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,065 | $1,978-46.2% | $2,701-60.6% | $2,596-59.0% |
| Participant deferral / active EE | $1,758 | $2,867-38.7% | $3,817-53.9% | $4,027-56.3% |
| Admin fee / account holder | $294 | $3,101-90.5% | $3,224-90.9% | $5,403-94.6% |