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 | $27,372 | $73,867-62.9% | $143,757-81.0% | $68,494-60.0% |
| Participation rate | 95.8% | 66.7%+29.1pp | 80.3%+15.5pp | 67.9%+27.9pp |
| Annual return | -18.30% | 1.01%-19.3pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $404 | $3,184-87.3% | $4,951-91.8% | $2,596-84.4% |
| Participant deferral / active EE | $4,066 | $3,384+20.1% | $5,637-27.9% | $4,027+1.0% |
| Admin fee / account holder | $236 | $5,755-95.9% | $14,673-98.4% | $5,403-95.6% |