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 | $48,337 | $167,484-71.1% | $151,611-68.1% | $134,475-64.1% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -14.40% | 7.80%-22.2pp | 3.33%-17.7pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,651 | $6,829-61.2% | $6,166-57.0% | $4,740-44.1% |
| Participant deferral / active EE | $10,772 | $8,986+19.9% | $8,363+28.8% | $6,400+68.3% |
| Admin fee / account holder | $75 | $13,783-99.5% | $11,616-99.4% | $11,426-99.3% |