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 | $21,327 | $45,566-53.2% | $64,105-66.7% | $59,632-64.2% |
| Participation rate | 74.5% | 60.2%+14.3pp | 68.2%+6.3pp | 68.7%+5.8pp |
| Annual return | -1.96% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,299 | $934+39.1% | $1,820-28.6% | $2,203-41.0% |
| Participant deferral / active EE | $1,744 | $2,057-15.2% | $2,822-38.2% | $3,192-45.4% |
| Admin fee / account holder | $280 | $3,268-91.4% | $4,499-93.8% | $4,297-93.5% |