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 | $27,170 | $62,586-56.6% | $76,768-64.6% | $64,186-57.7% |
| Participation rate | 81.6% | 72.8%+8.8pp | 77.0%+4.6pp | 69.6%+12.0pp |
| Annual return | -5.05% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $942 | $1,832-48.6% | $2,485-62.1% | $2,381-60.4% |
| Participant deferral / active EE | $1,828 | $3,145-41.9% | $3,852-52.5% | $3,470-47.3% |
| Admin fee / account holder | $48 | $4,667-99.0% | $6,675-99.3% | $4,888-99.0% |