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 | $40,534 | $140,578-71.2% | $100,671-59.7% | $125,391-67.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 70.7%+9.3pp | 83.2%-3.2pp |
| Annual return | -1.69% | 24.67%-26.4pp | 20.43%-22.1pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,439 | $5,965-59.1% | $4,012-39.2% | $4,866-49.9% |
| Participant deferral / active EE | $8,200 | $3,981+106.0% | $3,144+160.8% | $5,352+53.2% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |