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 | $27,765 | $62,586-55.6% | $76,768-63.8% | $64,186-56.7% |
| Participation rate | 71.4% | 72.8%-1.4pp | 77.0%-5.5pp | 69.6%+1.9pp |
| Annual return | -6.28% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,337 | $1,832-27.0% | $2,485-46.2% | $2,381-43.9% |
| Participant deferral / active EE | $3,339 | $3,145+6.2% | $3,852-13.3% | $3,470-3.8% |
| Admin fee / account holder | $277 | $4,667-94.1% | $6,675-95.9% | $4,888-94.3% |