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 | $21,758 | $57,354-62.1% | $83,848-74.1% | $64,186-66.1% |
| Participation rate | 89.7% | 68.6%+21.0pp | 76.1%+13.5pp | 69.6%+20.1pp |
| Annual return | -6.94% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,813 | $2,545-28.8% | $3,631-50.1% | $2,381-23.8% |
| Participant deferral / active EE | $3,175 | $2,993+6.1% | $4,082-22.2% | $3,470-8.5% |
| Admin fee / account holder | $50 | $4,046-98.8% | $5,478-99.1% | $4,888-99.0% |