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 | $35,599 | $211,958-83.2% | $169,463-79.0% | $135,375-73.7% |
| Participation rate | 81.3% | 82.6%-1.4pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -5.50% | 3.26%-8.8pp | 1.83%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $608 | $5,120-88.1% | $4,159-85.4% | $4,779-87.3% |
| Participant deferral / active EE | $2,694 | $6,075-55.6% | $5,277-48.9% | $5,609-52.0% |
| Admin fee / account holder | $5 | $11,471-100.0% | $9,109-99.9% | $10,827-100.0% |