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 8-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 | $26,823 | $90,590-70.4% | $90,782-70.5% | $135,375-80.2% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.7%+8.3pp | 82.6%+8.3pp |
| Annual return | -5.51% | -3.40%-2.1pp | -3.42%-2.1pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,504 | $4,352-65.4% | $4,105-63.4% | $4,779-68.5% |
| Participant deferral / active EE | $5,705 | $5,407+5.5% | $5,366+6.3% | $5,609+1.7% |
| Admin fee / account holder | $12 | $7,683-99.8% | $5,908-99.8% | $10,827-99.9% |