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 | $20,440 | $167,307-87.8% | $143,757-85.8% | $134,475-84.8% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -16.34% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $4,785 | $5,619-14.8% | $4,951-3.4% | $4,740+1.0% |
| Participant deferral / active EE | $2,244 | $6,446-65.2% | $5,637-60.2% | $6,400-64.9% |
| Admin fee / account holder | $57 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |