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 | $73,574 | $167,307-56.0% | $143,757-48.8% | $134,475-45.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.13% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,936 | $5,619-65.5% | $4,951-60.9% | $4,740-59.2% |
| Participant deferral / active EE | $3,819 | $6,446-40.8% | $5,637-32.3% | $6,400-40.3% |
| Admin fee / account holder | $1 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |