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 5-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 | $19,278 | $133,958-85.6% | $112,228-82.8% | $134,475-85.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -15.80% | 47.11%-62.9pp | 27.45%-43.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,092 | $4,038-48.2% | $3,635-42.5% | $4,740-55.9% |
| Participant deferral / active EE | $5,554 | $5,291+5.0% | $4,728+17.5% | $6,400-13.2% |
| Admin fee / account holder | $239 | $7,489-96.8% | $6,410-96.3% | $11,426-97.9% |