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 | $39,307 | $168,632-76.7% | $147,614-73.4% | $125,391-68.7% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | -2.32% | 77.65%-80.0pp | 61.98%-64.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,026 | $6,252-67.6% | $5,564-63.6% | $4,866-58.4% |
| Participant deferral / active EE | $2,889 | $5,507-47.5% | $4,895-41.0% | $5,352-46.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |