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 | $63,933 | $180,449-64.6% | $154,107-58.5% | $135,375-52.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.03% | 888.09%-896.1pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,828 | $6,035-20.0% | $5,298-8.9% | $4,779+1.0% |
| Participant deferral / active EE | $3,765 | $5,806-35.2% | $5,081-25.9% | $5,609-32.9% |
| Admin fee / account holder | $223 | $16,143-98.6% | $13,411-98.3% | $10,827-97.9% |