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 | $63,266 | $138,044-54.2% | $125,339-49.5% | $134,475-53.0% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -19.67% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,892 | $5,243-44.9% | $4,814-39.9% | $4,740-39.0% |
| Participant deferral / active EE | $7,799 | $7,7990% | $7,446+4.7% | $6,400+21.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |