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 | $23,152 | $100,754-77.0% | $86,677-73.3% | $134,475-82.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -15.89% | 29.04%-44.9pp | 35.91%-51.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,099 | $3,489-68.5% | $2,836-61.3% | $4,740-76.8% |
| Participant deferral / active EE | $2,607 | $5,338-51.2% | $4,656-44.0% | $6,400-59.3% |
| Admin fee / account holder | $88 | $10,926-99.2% | $7,493-98.8% | $11,426-99.2% |