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 | $28,583 | $72,404-60.5% | $110,238-74.1% | $64,186-55.5% |
| Participation rate | 82.5% | 73.3%+9.1pp | 79.8%+2.6pp | 69.6%+12.9pp |
| Annual return | -0.95% | -6.29%+5.3pp | 314.74%-315.7pp | 7.63%-8.6pp |
| Employer contribution / active EE | $1,223 | $2,282-46.4% | $3,826-68.0% | $2,381-48.6% |
| Participant deferral / active EE | $4,199 | $3,469+21.0% | $4,672-10.1% | $3,470+21.0% |
| Admin fee / account holder | $267 | $5,664-95.3% | $8,547-96.9% | $4,888-94.5% |