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 7-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 | $25,112 | $167,307-85.0% | $143,757-82.5% | $134,475-81.3% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -18.84% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,201 | $5,619-78.6% | $4,951-75.7% | $4,740-74.7% |
| Participant deferral / active EE | $3,801 | $6,446-41.0% | $5,637-32.6% | $6,400-40.6% |
| Admin fee / account holder | $155 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |