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 | $15,618 | $84,527-81.5% | $67,711-76.9% | $125,391-87.5% |
| Participation rate | 80.0% | 74.8%+5.2pp | 67.5%+12.5pp | 83.2%-3.2pp |
| Annual return | -1.46% | 2.57%-4.0pp | 25.41%-26.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,527 | $3,292-53.6% | $2,559-40.3% | $4,866-68.6% |
| Participant deferral / active EE | $4,600 | $4,429+3.9% | $3,585+28.3% | $5,352-14.0% |
| Admin fee / account holder | $6 | $5,340-99.9% | $4,255-99.9% | $9,540-99.9% |