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 | $21,113 | $93,024-77.3% | $77,024-72.6% | $134,475-84.3% |
| Participation rate | 94.1% | 74.5%+19.6pp | 67.9%+26.2pp | 81.2%+12.9pp |
| Annual return | -16.29% | 62.60%-78.9pp | 42.32%-58.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,433 | $3,418-28.8% | $2,812-13.5% | $4,740-48.7% |
| Participant deferral / active EE | $4,868 | $5,238-7.1% | $4,426+10.0% | $6,400-23.9% |
| Admin fee / account holder | $212 | $6,944-97.0% | $5,425-96.1% | $11,426-98.1% |