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 | $28,280 | $158,817-82.2% | $121,196-76.7% | $135,375-79.1% |
| Participation rate | 91.7% | 79.3%+12.4pp | 71.7%+19.9pp | 82.6%+9.0pp |
| Annual return | -6.32% | -0.64%-5.7pp | 16.93%-23.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $921 | $5,665-83.7% | $4,022-77.1% | $4,779-80.7% |
| Participant deferral / active EE | $4,952 | $4,005+23.7% | $3,344+48.1% | $5,609-11.7% |
| Admin fee / account holder | $25 | $6,512-99.6% | $5,019-99.5% | $10,827-99.8% |