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 7-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 | $49,223 | $167,307-70.6% | $143,757-65.8% | $134,475-63.4% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.87% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $7,317 | $5,619+30.2% | $4,951+47.8% | $4,740+54.4% |
| Participant deferral / active EE | $6,223 | $6,446-3.5% | $5,637+10.4% | $6,400-2.8% |
| Admin fee / account holder | $145 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |