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 | $44,572 | $138,065-67.7% | $123,544-63.9% | $135,375-67.1% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -7.18% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,449 | $5,151-71.9% | $4,628-68.7% | $4,779-69.7% |
| Participant deferral / active EE | $3,439 | $6,799-49.4% | $6,426-46.5% | $5,609-38.7% |
| Admin fee / account holder | $93 | $10,916-99.2% | $9,284-99.0% | $10,827-99.1% |