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 | $17,058 | $57,354-70.3% | $83,848-79.7% | $64,186-73.4% |
| Participation rate | 88.9% | 68.6%+20.3pp | 76.1%+12.7pp | 69.6%+19.3pp |
| Annual return | -2.71% | 11.38%-14.1pp | 850.88%-853.6pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,122 | $2,545-16.6% | $3,631-41.6% | $2,381-10.9% |
| Participant deferral / active EE | $3,159 | $2,993+5.5% | $4,082-22.6% | $3,470-8.9% |
| Admin fee / account holder | $39 | $4,046-99.0% | $5,478-99.3% | $4,888-99.2% |