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 | $28,694 | $133,958-78.6% | $112,228-74.4% | $134,475-78.7% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.1%+11.9pp | 81.2%+5.7pp |
| Annual return | -18.80% | 47.11%-65.9pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,567 | $4,038-36.4% | $3,635-29.4% | $4,740-45.8% |
| Participant deferral / active EE | $3,925 | $5,291-25.8% | $4,728-17.0% | $6,400-38.7% |
| Admin fee / account holder | $112 | $7,489-98.5% | $6,410-98.3% | $11,426-99.0% |