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 | $35,291 | $100,754-65.0% | $86,677-59.3% | $134,475-73.8% |
| Participation rate | 84.6% | 78.9%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -13.93% | 29.04%-43.0pp | 35.91%-49.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,341 | $3,489-61.6% | $2,836-52.7% | $4,740-71.7% |
| Participant deferral / active EE | $2,298 | $5,338-56.9% | $4,656-50.6% | $6,400-64.1% |
| Admin fee / account holder | $92 | $10,926-99.2% | $7,493-98.8% | $11,426-99.2% |