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 | $64,970 | $138,065-52.9% | $123,544-47.4% | $135,375-52.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -8.67% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,248 | $5,151-56.4% | $4,628-51.4% | $4,779-53.0% |
| Participant deferral / active EE | $3,568 | $6,799-47.5% | $6,426-44.5% | $5,609-36.4% |
| Admin fee / account holder | $156 | $10,916-98.6% | $9,284-98.3% | $10,827-98.6% |