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 | $38,124 | $142,344-73.2% | $119,609-68.1% | $134,475-71.6% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -14.55% | -12.44%-2.1pp | -14.97%+0.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,935 | $5,222-62.9% | $4,232-54.3% | $4,740-59.2% |
| Participant deferral / active EE | $9,675 | $6,469+49.5% | $5,602+72.7% | $6,400+51.2% |
| Admin fee / account holder | $207 | $13,584-98.5% | $10,323-98.0% | $11,426-98.2% |