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 | $43,987 | $158,817-72.3% | $121,196-63.7% | $135,375-67.5% |
| Participation rate | 81.8% | 79.3%+2.5pp | 71.7%+10.1pp | 82.6%-0.8pp |
| Annual return | -7.67% | -0.64%-7.0pp | 16.93%-24.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,028 | $5,665-81.8% | $4,022-74.4% | $4,779-78.5% |
| Participant deferral / active EE | $4,811 | $4,005+20.1% | $3,344+43.8% | $5,609-14.2% |
| Admin fee / account holder | $210 | $6,512-96.8% | $5,019-95.8% | $10,827-98.1% |