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 | $20,586 | $97,044-78.8% | $83,333-75.3% | $135,375-84.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -8.55% | 12.31%-20.9pp | 10.63%-19.2pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,584 | $4,143-61.8% | $3,379-53.1% | $4,779-66.8% |
| Participant deferral / active EE | $2,163 | $5,964-63.7% | $5,565-61.1% | $5,609-61.4% |
| Admin fee / account holder | $159 | $8,380-98.1% | $7,510-97.9% | $10,827-98.5% |