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 | $13,982 | $133,958-89.6% | $112,228-87.5% | $134,475-89.6% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -19.63% | 47.11%-66.7pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,598 | $4,038-60.4% | $3,635-56.0% | $4,740-66.3% |
| Participant deferral / active EE | $2,270 | $5,291-57.1% | $4,728-52.0% | $6,400-64.5% |
| Admin fee / account holder | $227 | $7,489-97.0% | $6,410-96.5% | $11,426-98.0% |