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 | $34,676 | $138,065-74.9% | $123,544-71.9% | $135,375-74.4% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -8.60% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,864 | $5,151-63.8% | $4,628-59.7% | $4,779-61.0% |
| Participant deferral / active EE | $4,614 | $6,799-32.1% | $6,426-28.2% | $5,609-17.7% |
| Admin fee / account holder | $168 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |