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 | $54,725 | $167,307-67.3% | $143,757-61.9% | $134,475-59.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -14.21% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,045 | $5,619-63.6% | $4,951-58.7% | $4,740-56.8% |
| Participant deferral / active EE | $3,402 | $6,446-47.2% | $5,637-39.7% | $6,400-46.8% |
| Admin fee / account holder | $281 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |