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 | $32,175 | $82,664-61.1% | $125,339-74.3% | $68,494-53.0% |
| Participation rate | 86.9% | 75.0%+11.8pp | 82.4%+4.5pp | 67.9%+19.0pp |
| Annual return | -18.57% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,470 | $3,381-56.5% | $4,814-69.5% | $2,596-43.4% |
| Participant deferral / active EE | $4,057 | $6,110-33.6% | $7,446-45.5% | $4,027+0.7% |
| Admin fee / account holder | $142 | $6,275-97.7% | $10,010-98.6% | $5,403-97.4% |