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 8-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 | $52,820 | $100,754-47.6% | $86,677-39.1% | $134,475-60.7% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -15.30% | 29.04%-44.3pp | 35.91%-51.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,885 | $3,489-46.0% | $2,836-33.5% | $4,740-60.2% |
| Participant deferral / active EE | $5,883 | $5,338+10.2% | $4,656+26.4% | $6,400-8.1% |
| Admin fee / account holder | $39 | $10,926-99.6% | $7,493-99.5% | $11,426-99.7% |