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 | $44,223 | $57,354-22.9% | $83,848-47.3% | $64,186-31.1% |
| Participation rate | 70.4% | 68.6%+1.8pp | 76.1%-5.8pp | 69.6%+0.8pp |
| Annual return | -8.04% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $646 | $2,545-74.6% | $3,631-82.2% | $2,381-72.9% |
| Participant deferral / active EE | $1,619 | $2,993-45.9% | $4,082-60.3% | $3,470-53.4% |
| Admin fee / account holder | $189 | $4,046-95.3% | $5,478-96.5% | $4,888-96.1% |