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 | $59,211 | $133,958-55.8% | $112,228-47.2% | $134,475-56.0% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -13.11% | 47.11%-60.2pp | 27.45%-40.6pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,711 | $4,038-57.6% | $3,635-52.9% | $4,740-63.9% |
| Participant deferral / active EE | $3,051 | $5,291-42.3% | $4,728-35.5% | $6,400-52.3% |
| Admin fee / account holder | $18 | $7,489-99.8% | $6,410-99.7% | $11,426-99.8% |