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 | $30,931 | $92,222-66.5% | $76,768-59.7% | $135,375-77.2% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -7.84% | 5.46%-13.3pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,017 | $3,216-68.4% | $2,485-59.1% | $4,779-78.7% |
| Participant deferral / active EE | $1,427 | $4,509-68.4% | $3,852-63.0% | $5,609-74.6% |
| Admin fee / account holder | $249 | $10,748-97.7% | $6,675-96.3% | $10,827-97.7% |