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 7-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 | $43,058 | $72,177-40.3% | $115,037-62.6% | $59,632-27.8% |
| Participation rate | 73.1% | 72.6%+0.5pp | 81.4%-8.3pp | 68.7%+4.4pp |
| Annual return | -0.09% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,133 | $2,841-60.1% | $4,608-75.4% | $2,203-48.5% |
| Participant deferral / active EE | $2,719 | $4,783-43.1% | $6,026-54.9% | $3,192-14.8% |
| Admin fee / account holder | $21 | $4,927-99.6% | $8,175-99.7% | $4,297-99.5% |