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 | $46,557 | $167,307-72.2% | $143,757-67.6% | $134,475-65.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.63% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,112 | $5,619-62.4% | $4,951-57.3% | $4,740-55.4% |
| Participant deferral / active EE | $10,300 | $6,446+59.8% | $5,637+82.7% | $6,400+60.9% |
| Admin fee / account holder | $59 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |