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 | $30,218 | $95,862-68.5% | $79,550-62.0% | $134,475-77.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -20.14% | -2.69%-17.5pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,384 | $3,128-23.8% | $2,413-1.2% | $4,740-49.7% |
| Participant deferral / active EE | $7,245 | $4,693+54.4% | $3,985+81.8% | $6,400+13.2% |
| Admin fee / account holder | $291 | $9,126-96.8% | $6,832-95.7% | $11,426-97.5% |