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 9-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 | $62,273 | $100,754-38.2% | $86,677-28.2% | $134,475-53.7% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -18.22% | 29.04%-47.3pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,067 | $3,489+45.2% | $2,836+78.6% | $4,740+6.9% |
| Participant deferral / active EE | $7,875 | $5,338+47.5% | $4,656+69.1% | $6,400+23.1% |
| Admin fee / account holder | $276 | $10,926-97.5% | $7,493-96.3% | $11,426-97.6% |