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 | $26,584 | $127,386-79.1% | $115,037-76.9% | $125,391-78.8% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -1.95% | 31.28%-33.2pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,975 | $5,166-61.8% | $4,608-57.1% | $4,866-59.4% |
| Participant deferral / active EE | $2,913 | $6,423-54.6% | $6,026-51.7% | $5,352-45.6% |
| Admin fee / account holder | $179 | $9,516-98.1% | $8,175-97.8% | $9,540-98.1% |