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 | $22,268 | $84,527-73.7% | $67,711-67.1% | $125,391-82.2% |
| Participation rate | 83.3% | 74.8%+8.5pp | 67.5%+15.8pp | 83.2%+0.1pp |
| Annual return | -1.16% | 2.57%-3.7pp | 25.41%-26.6pp | 282.22%-283.4pp |
| Employer contribution / active EE | $505 | $3,292-84.7% | $2,559-80.3% | $4,866-89.6% |
| Participant deferral / active EE | $5,599 | $4,429+26.4% | $3,585+56.2% | $5,352+4.6% |
| Admin fee / account holder | $134 | $5,340-97.5% | $4,255-96.8% | $9,540-98.6% |