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 | $25,321 | $97,757-74.1% | $83,848-69.8% | $135,375-81.3% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -8.88% | 1287.37%-1296.2pp | 850.88%-859.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,494 | $4,222-17.2% | $3,631-3.8% | $4,779-26.9% |
| Participant deferral / active EE | $8,223 | $4,682+75.6% | $4,082+101.5% | $5,609+46.6% |
| Admin fee / account holder | $46 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |