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 | $28,106 | $90,519-69.0% | $93,789-70.0% | $134,475-79.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 81.0%-1.0pp | 81.2%-1.2pp |
| Annual return | -14.83% | -15.72%+0.9pp | -11.33%-3.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $5,431 | $4,343+25.0% | $4,323+25.6% | $4,740+14.6% |
| Participant deferral / active EE | $6,723 | $5,978+12.5% | $6,094+10.3% | $6,400+5.1% |
| Admin fee / account holder | $73 | $9,252-99.2% | $7,195-99.0% | $11,426-99.4% |