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 | $41,140 | $180,449-77.2% | $154,107-73.3% | $135,375-69.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.80% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,745 | $6,035-71.1% | $5,298-67.1% | $4,779-63.5% |
| Participant deferral / active EE | $7,780 | $5,806+34.0% | $5,081+53.1% | $5,609+38.7% |
| Admin fee / account holder | $92 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |