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 | $45,665 | $190,805-76.1% | $159,960-71.5% | $134,475-66.0% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -20.33% | 552.23%-572.6pp | 408.60%-428.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $686 | $4,995-86.3% | $4,226-83.8% | $4,740-85.5% |
| Participant deferral / active EE | $2,247 | $6,923-67.5% | $6,182-63.7% | $6,400-64.9% |
| Admin fee / account holder | $143 | $10,471-98.6% | $8,698-98.4% | $11,426-98.7% |