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 | $20,637 | $43,723-52.8% | $121,196-83.0% | $64,186-67.8% |
| Participation rate | 94.3% | 58.3%+36.0pp | 71.7%+22.5pp | 69.6%+24.7pp |
| Annual return | -7.27% | 68.91%-76.2pp | 16.93%-24.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,663 | $1,296+105.5% | $4,022-33.8% | $2,381+11.9% |
| Participant deferral / active EE | $1,589 | $2,280-30.3% | $3,344-52.5% | $3,470-54.2% |
| Admin fee / account holder | $132 | $3,501-96.2% | $5,019-97.4% | $4,888-97.3% |