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 | $28,919 | $138,044-79.1% | $125,339-76.9% | $134,475-78.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -14.30% | 750.33%-764.6pp | 572.05%-586.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,869 | $5,243-64.4% | $4,814-61.2% | $4,740-60.6% |
| Participant deferral / active EE | $2,853 | $7,799-63.4% | $7,446-61.7% | $6,400-55.4% |
| Admin fee / account holder | $298 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |