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 | $27,067 | $113,935-76.2% | $94,224-71.3% | $125,391-78.4% |
| Participation rate | 72.2% | 82.9%-10.7pp | 78.8%-6.5pp | 83.2%-11.0pp |
| Annual return | -1.43% | 5.29%-6.7pp | 10.68%-12.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,861 | $4,727-60.6% | $3,587-48.1% | $4,866-61.8% |
| Participant deferral / active EE | $2,684 | $5,179-48.2% | $4,320-37.9% | $5,352-49.8% |
| Admin fee / account holder | $118 | $8,391-98.6% | $6,269-98.1% | $9,540-98.8% |