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 | $33,983 | $168,632-79.8% | $147,614-77.0% | $125,391-72.9% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -1.67% | 77.65%-79.3pp | 61.98%-63.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,696 | $6,252-72.9% | $5,564-69.5% | $4,866-65.1% |
| Participant deferral / active EE | $4,493 | $5,507-18.4% | $4,895-8.2% | $5,352-16.0% |
| Admin fee / account holder | $256 | $13,580-98.1% | $11,611-97.8% | $9,540-97.3% |