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 | $29,295 | $167,307-82.5% | $143,757-79.6% | $134,475-78.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -18.25% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,652 | $5,619-70.6% | $4,951-66.6% | $4,740-65.1% |
| Participant deferral / active EE | $4,235 | $6,446-34.3% | $5,637-24.9% | $6,400-33.8% |
| Admin fee / account holder | $41 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |