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 | $20,032 | $167,307-88.0% | $143,757-86.1% | $134,475-85.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.13% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,732 | $5,619-69.2% | $4,951-65.0% | $4,740-63.5% |
| Participant deferral / active EE | $5,559 | $6,446-13.8% | $5,637-1.4% | $6,400-13.1% |
| Admin fee / account holder | $87 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |