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 | $54,117 | $175,600-69.2% | $129,110-58.1% | $134,475-59.8% |
| Participation rate | 71.4% | 81.6%-10.1pp | 77.3%-5.8pp | 81.2%-9.8pp |
| Annual return | -18.47% | -11.39%-7.1pp | -10.94%-7.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,392 | $6,355-78.1% | $5,052-72.4% | $4,740-70.6% |
| Participant deferral / active EE | $6,909 | $7,975-13.4% | $6,542+5.6% | $6,400+8.0% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |