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 | $49,667 | $100,754-50.7% | $86,677-42.7% | $134,475-63.1% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -14.14% | 29.04%-43.2pp | 35.91%-50.0pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,359 | $3,489-61.0% | $2,836-52.1% | $4,740-71.3% |
| Participant deferral / active EE | $2,576 | $5,338-51.7% | $4,656-44.7% | $6,400-59.7% |
| Admin fee / account holder | $228 | $10,926-97.9% | $7,493-97.0% | $11,426-98.0% |