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 9-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 | $23,827 | $64,707-63.2% | $112,228-78.8% | $68,494-65.2% |
| Participation rate | 95.2% | 67.2%+28.1pp | 75.1%+20.2pp | 67.9%+27.3pp |
| Annual return | -14.68% | -11.40%-3.3pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,440 | $2,746-47.6% | $3,635-60.4% | $2,596-44.5% |
| Participant deferral / active EE | $2,416 | $3,565-32.2% | $4,728-48.9% | $4,027-40.0% |
| Admin fee / account holder | $251 | $5,232-95.2% | $6,410-96.1% | $5,403-95.4% |