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 | $66,181 | $127,386-48.0% | $115,037-42.5% | $125,391-47.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -3.12% | 31.28%-34.4pp | 26.14%-29.3pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,431 | $5,166-72.3% | $4,608-68.9% | $4,866-70.6% |
| Participant deferral / active EE | $3,480 | $6,423-45.8% | $6,026-42.3% | $5,352-35.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |