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 | $26,268 | $211,958-87.6% | $169,463-84.5% | $135,375-80.6% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -5.10% | 3.26%-8.4pp | 1.83%-6.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,281 | $5,120-55.4% | $4,159-45.1% | $4,779-52.3% |
| Participant deferral / active EE | $8,057 | $6,075+32.6% | $5,277+52.7% | $5,609+43.7% |
| Admin fee / account holder | $10 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |