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 | $34,978 | $133,958-73.9% | $112,228-68.8% | $134,475-74.0% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.1%-1.7pp | 81.2%-7.9pp |
| Annual return | -17.48% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,256 | $4,038+5.4% | $3,635+17.1% | $4,740-10.2% |
| Participant deferral / active EE | $2,354 | $5,291-55.5% | $4,728-50.2% | $6,400-63.2% |
| Admin fee / account holder | $279 | $7,489-96.3% | $6,410-95.6% | $11,426-97.6% |