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 6-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 | $28,264 | $46,674-39.4% | $117,472-75.9% | $68,494-58.7% |
| Participation rate | 97.4% | 56.8%+40.6pp | 70.6%+26.8pp | 67.9%+29.5pp |
| Annual return | -11.07% | -14.52%+3.5pp | 29.74%-40.8pp | -7.84%-3.2pp |
| Employer contribution / active EE | $2,819 | $1,505+87.4% | $4,176-32.5% | $2,596+8.6% |
| Participant deferral / active EE | $9,871 | $2,636+274.4% | $4,070+142.5% | $4,027+145.1% |
| Admin fee / account holder | $250 | $4,020-93.8% | $5,645-95.6% | $5,403-95.4% |