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 | $27,428 | $84,527-67.6% | $67,711-59.5% | $125,391-78.1% |
| Participation rate | 73.3% | 74.8%-1.5pp | 67.5%+5.8pp | 83.2%-9.9pp |
| Annual return | -3.09% | 2.57%-5.7pp | 25.41%-28.5pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,439 | $3,292-56.3% | $2,559-43.8% | $4,866-70.4% |
| Participant deferral / active EE | $5,679 | $4,429+28.2% | $3,585+58.4% | $5,352+6.1% |
| Admin fee / account holder | $19 | $5,340-99.6% | $4,255-99.5% | $9,540-99.8% |