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 4-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 | $42,828 | $167,307-74.4% | $143,757-70.2% | $134,475-68.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.60% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,200 | $5,619-78.6% | $4,951-75.8% | $4,740-74.7% |
| Participant deferral / active EE | $2,342 | $6,446-63.7% | $5,637-58.5% | $6,400-63.4% |
| Admin fee / account holder | $67 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |