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 | $42,772 | $92,703-53.9% | $82,719-48.3% | $134,475-68.2% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -20.81% | 944.92%-965.7pp | 701.18%-722.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,939 | $3,274-40.8% | $3,009-35.5% | $4,740-59.1% |
| Participant deferral / active EE | $3,143 | $4,802-34.5% | $4,395-28.5% | $6,400-50.9% |
| Admin fee / account holder | $296 | $5,983-95.0% | $5,329-94.4% | $11,426-97.4% |