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 | $21,636 | $167,307-87.1% | $143,757-84.9% | $134,475-83.9% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -16.86% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,547 | $5,619-19.1% | $4,951-8.2% | $4,740-4.1% |
| Participant deferral / active EE | $2,148 | $6,446-66.7% | $5,637-61.9% | $6,400-66.4% |
| Admin fee / account holder | $209 | $18,088-98.8% | $14,673-98.6% | $11,426-98.2% |