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 | $46,990 | $138,065-66.0% | $123,544-62.0% | $135,375-65.3% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -9.18% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,254 | $5,151-56.2% | $4,628-51.3% | $4,779-52.8% |
| Participant deferral / active EE | $3,005 | $6,799-55.8% | $6,426-53.2% | $5,609-46.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |