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 | $46,305 | $167,307-72.3% | $143,757-67.8% | $134,475-65.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -12.99% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,052 | $5,619-45.7% | $4,951-38.4% | $4,740-35.6% |
| Participant deferral / active EE | $7,489 | $6,446+16.2% | $5,637+32.9% | $6,400+17.0% |
| Admin fee / account holder | $205 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |