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 | $46,877 | $167,484-72.0% | $151,611-69.1% | $134,475-65.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -13.14% | 7.80%-20.9pp | 3.33%-16.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,502 | $6,829-78.0% | $6,166-75.6% | $4,740-68.3% |
| Participant deferral / active EE | $4,600 | $8,986-48.8% | $8,363-45.0% | $6,400-28.1% |
| Admin fee / account holder | $192 | $13,783-98.6% | $11,616-98.3% | $11,426-98.3% |