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 | $24,992 | $142,344-82.4% | $119,609-79.1% | $134,475-81.4% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -16.98% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,547 | $5,222-51.2% | $4,232-39.8% | $4,740-46.3% |
| Participant deferral / active EE | $6,129 | $6,469-5.3% | $5,602+9.4% | $6,400-4.2% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |