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 | $51,045 | $92,703-44.9% | $82,719-38.3% | $134,475-62.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.11% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,793 | $3,274-45.2% | $3,009-40.4% | $4,740-62.2% |
| Participant deferral / active EE | $6,372 | $4,802+32.7% | $4,395+45.0% | $6,400-0.4% |
| Admin fee / account holder | $45 | $5,983-99.2% | $5,329-99.2% | $11,426-99.6% |