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 | $43,135 | $64,707-33.3% | $112,228-61.6% | $68,494-37.0% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -17.20% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,492 | $2,746+27.2% | $3,635-3.9% | $2,596+34.5% |
| Participant deferral / active EE | $2,762 | $3,565-22.5% | $4,728-41.6% | $4,027-31.4% |
| Admin fee / account holder | $180 | $5,232-96.6% | $6,410-97.2% | $5,403-96.7% |