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 8-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 | $26,662 | $92,222-71.1% | $76,768-65.3% | $135,375-80.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -8.10% | 5.46%-13.6pp | 2.43%-10.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,208 | $3,216-62.4% | $2,485-51.4% | $4,779-74.7% |
| Participant deferral / active EE | $2,632 | $4,509-41.6% | $3,852-31.7% | $5,609-53.1% |
| Admin fee / account holder | $263 | $10,748-97.6% | $6,675-96.1% | $10,827-97.6% |