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 | $30,637 | $160,055-80.9% | $140,016-78.1% | $135,375-77.4% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -8.29% | 911.38%-919.7pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,092 | $6,420-51.8% | $5,606-44.8% | $4,779-35.3% |
| Participant deferral / active EE | $5,588 | $7,642-26.9% | $6,927-19.3% | $5,609-0.4% |
| Admin fee / account holder | $226 | $13,328-98.3% | $10,705-97.9% | $10,827-97.9% |