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 6-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 | $42,531 | $167,307-74.6% | $143,757-70.4% | $134,475-68.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.32% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,614 | $5,619-71.3% | $4,951-67.4% | $4,740-66.0% |
| Participant deferral / active EE | $5,051 | $6,446-21.6% | $5,637-10.4% | $6,400-21.1% |
| Admin fee / account holder | $161 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |