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 | $69,628 | $133,958-48.0% | $112,228-38.0% | $134,475-48.2% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -17.91% | 47.11%-65.0pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,464 | $4,038+10.5% | $3,635+22.8% | $4,740-5.8% |
| Participant deferral / active EE | $14,844 | $5,291+180.6% | $4,728+214.0% | $6,400+132.0% |
| Admin fee / account holder | $60 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |