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 | $10,473 | $45,863-77.2% | $77,024-86.4% | $68,494-84.7% |
| Participation rate | 90.0% | 55.9%+34.1pp | 67.9%+22.1pp | 67.9%+22.1pp |
| Annual return | -18.24% | 1.72%-20.0pp | 42.32%-60.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $394 | $1,650-76.1% | $2,812-86.0% | $2,596-84.8% |
| Participant deferral / active EE | $1,630 | $2,962-45.0% | $4,426-63.2% | $4,027-59.5% |
| Admin fee / account holder | $213 | $3,041-93.0% | $5,425-96.1% | $5,403-96.1% |