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 | $41,244 | $42,894-3.8% | $60,874-32.2% | $68,494-39.8% |
| Participation rate | 90.6% | 66.8%+23.8pp | 73.1%+17.5pp | 67.9%+22.7pp |
| Annual return | -12.24% | -13.98%+1.7pp | 16.90%-29.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,276 | $1,978-35.5% | $2,701-52.8% | $2,596-50.9% |
| Participant deferral / active EE | $2,947 | $2,867+2.8% | $3,817-22.8% | $4,027-26.8% |
| Admin fee / account holder | $98 | $3,101-96.8% | $3,224-97.0% | $5,403-98.2% |