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 | $58,807 | $78,694-25.3% | $67,652-13.1% | $125,391-53.1% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.1pp | 83.2%+2.5pp |
| Annual return | -0.44% | 9.46%-9.9pp | 6625.04%-6625.5pp | 282.22%-282.7pp |
| Employer contribution / active EE | $5,696 | $3,044+87.1% | $2,266+151.4% | $4,866+17.1% |
| Participant deferral / active EE | $4,559 | $4,292+6.2% | $3,560+28.1% | $5,352-14.8% |
| Admin fee / account holder | $249 | $7,403-96.6% | $4,821-94.8% | $9,540-97.4% |