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 | $34,442 | $197,825-82.6% | $155,790-77.9% | $125,391-72.5% |
| Participation rate | 86.7% | 82.1%+4.6pp | 76.1%+10.6pp | 83.2%+3.5pp |
| Annual return | -2.09% | 86.74%-88.8pp | 71.54%-73.6pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,974 | $4,847-59.3% | $3,836-48.5% | $4,866-59.4% |
| Participant deferral / active EE | $5,419 | $5,630-3.7% | $4,797+13.0% | $5,352+1.3% |
| Admin fee / account holder | $143 | $9,545-98.5% | $7,478-98.1% | $9,540-98.5% |