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 | $52,410 | $133,958-60.9% | $112,228-53.3% | $134,475-61.0% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -19.92% | 47.11%-67.0pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $961 | $4,038-76.2% | $3,635-73.6% | $4,740-79.7% |
| Participant deferral / active EE | $4,622 | $5,291-12.6% | $4,728-2.3% | $6,400-27.8% |
| Admin fee / account holder | $267 | $7,489-96.4% | $6,410-95.8% | $11,426-97.7% |