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 | $58,691 | $167,307-64.9% | $143,757-59.2% | $134,475-56.4% |
| Participation rate | 91.3% | 84.8%+6.5pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -19.25% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,702 | $5,619-69.7% | $4,951-65.6% | $4,740-64.1% |
| Participant deferral / active EE | $4,057 | $6,446-37.1% | $5,637-28.0% | $6,400-36.6% |
| Admin fee / account holder | -$166 | $18,088-100.9% | $14,673-101.1% | $11,426-101.5% |