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 | $40,282 | $158,817-74.6% | $121,196-66.8% | $135,375-70.2% |
| Participation rate | 81.0% | 79.3%+1.7pp | 71.7%+9.2pp | 82.6%-1.7pp |
| Annual return | -2.01% | -0.64%-1.4pp | 16.93%-18.9pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,697 | $5,665-70.0% | $4,022-57.8% | $4,779-64.5% |
| Participant deferral / active EE | $1,962 | $4,005-51.0% | $3,344-41.3% | $5,609-65.0% |
| Admin fee / account holder | $211 | $6,512-96.8% | $5,019-95.8% | $10,827-98.1% |