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 10-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 | $30,652 | $95,193-67.8% | $76,523-59.9% | $135,375-77.4% |
| Participation rate | 81.0% | 74.4%+6.6pp | 68.0%+13.0pp | 82.6%-1.7pp |
| Annual return | -9.93% | 4.85%-14.8pp | -0.27%-9.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,084 | $3,302-36.9% | $2,647-21.3% | $4,779-56.4% |
| Participant deferral / active EE | $2,810 | $4,639-39.4% | $3,835-26.7% | $5,609-49.9% |
| Admin fee / account holder | $25 | $6,249-99.6% | $4,848-99.5% | $10,827-99.8% |