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 | $21,101 | $42,383-50.2% | $76,523-72.4% | $64,186-67.1% |
| Participation rate | 76.9% | 58.1%+18.8pp | 68.0%+8.9pp | 69.6%+7.4pp |
| Annual return | -7.03% | -16.54%+9.5pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $695 | $1,563-55.5% | $2,647-73.7% | $2,381-70.8% |
| Participant deferral / active EE | $777 | $2,566-69.7% | $3,835-79.7% | $3,470-77.6% |
| Admin fee / account holder | $11 | $3,198-99.7% | $4,848-99.8% | $4,888-99.8% |