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 | $33,364 | $190,805-82.5% | $159,960-79.1% | $134,475-75.2% |
| Participation rate | 78.3% | 81.9%-3.7pp | 78.0%+0.3pp | 81.2%-3.0pp |
| Annual return | -18.06% | 552.23%-570.3pp | 408.60%-426.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $850 | $4,995-83.0% | $4,226-79.9% | $4,740-82.1% |
| Participant deferral / active EE | $1,903 | $6,923-72.5% | $6,182-69.2% | $6,400-70.3% |
| Admin fee / account holder | $130 | $10,471-98.8% | $8,698-98.5% | $11,426-98.9% |