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 | $29,139 | $77,813-62.6% | $123,544-76.4% | $64,186-54.6% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.3pp |
| Annual return | -6.90% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,293 | $3,014-57.1% | $4,628-72.1% | $2,381-45.7% |
| Participant deferral / active EE | $2,815 | $5,240-46.3% | $6,426-56.2% | $3,470-18.9% |
| Admin fee / account holder | $281 | $5,519-94.9% | $9,284-97.0% | $4,888-94.3% |