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 | $43,330 | $138,065-68.6% | $123,544-64.9% | $135,375-68.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.75% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,583 | $5,151-69.3% | $4,628-65.8% | $4,779-66.9% |
| Participant deferral / active EE | $9,804 | $6,799+44.2% | $6,426+52.6% | $5,609+74.8% |
| Admin fee / account holder | $227 | $10,916-97.9% | $9,284-97.6% | $10,827-97.9% |