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 9-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 | $31,382 | $99,640-68.5% | $86,436-63.7% | $134,475-76.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.21% | 6782.58%-6801.8pp | 4394.89%-4414.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,257 | $4,400-48.7% | $3,769-40.1% | $4,740-52.4% |
| Participant deferral / active EE | $7,079 | $7,246-2.3% | $6,952+1.8% | $6,400+10.6% |
| Admin fee / account holder | $46 | $8,371-99.5% | $6,731-99.3% | $11,426-99.6% |