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 | $26,216 | $59,805-56.2% | $79,550-67.0% | $68,494-61.7% |
| Participation rate | 74.1% | 61.1%+13.0pp | 69.5%+4.6pp | 67.9%+6.2pp |
| Annual return | -17.78% | -12.30%-5.5pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,551 | $1,505+3.1% | $2,413-35.7% | $2,596-40.3% |
| Participant deferral / active EE | $2,672 | $3,024-11.6% | $3,985-32.9% | $4,027-33.6% |
| Admin fee / account holder | $298 | $4,835-93.8% | $6,832-95.6% | $5,403-94.5% |