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 | $61,064 | $152,509-60.0% | $117,472-48.0% | $134,475-54.6% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -17.56% | 52.99%-70.6pp | 29.74%-47.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,000 | $5,571-46.1% | $4,176-28.2% | $4,740-36.7% |
| Participant deferral / active EE | $9,522 | $4,818+97.6% | $4,070+133.9% | $6,400+48.8% |
| Admin fee / account holder | $56 | $7,004-99.2% | $5,645-99.0% | $11,426-99.5% |