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 | $77,331 | $43,723+76.9% | $121,196-36.2% | $64,186+20.5% |
| Participation rate | 76.7% | 58.3%+18.3pp | 71.7%+4.9pp | 69.6%+7.1pp |
| Annual return | -4.81% | 68.91%-73.7pp | 16.93%-21.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $812 | $1,296-37.4% | $4,022-79.8% | $2,381-65.9% |
| Participant deferral / active EE | $2,948 | $2,280+29.3% | $3,344-11.9% | $3,470-15.0% |
| Admin fee / account holder | $21 | $3,501-99.4% | $5,019-99.6% | $4,888-99.6% |