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 | $55,253 | $135,635-59.3% | $110,238-49.9% | $135,375-59.2% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.8%+1.4pp | 82.6%-1.4pp |
| Annual return | -5.58% | 513.19%-518.8pp | 314.74%-320.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,700 | $4,906-65.4% | $3,826-55.6% | $4,779-64.4% |
| Participant deferral / active EE | $3,475 | $5,506-36.9% | $4,672-25.6% | $5,609-38.0% |
| Admin fee / account holder | $245 | $11,457-97.9% | $8,547-97.1% | $10,827-97.7% |