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 7-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 | $42,987 | $138,044-68.9% | $125,339-65.7% | $134,475-68.0% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -17.62% | 750.33%-767.9pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,463 | $5,243+4.2% | $4,814+13.5% | $4,740+15.3% |
| Participant deferral / active EE | $9,575 | $7,799+22.8% | $7,446+28.6% | $6,400+49.6% |
| Admin fee / account holder | $50 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |