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 | $52,058 | $133,958-61.1% | $112,228-53.6% | $134,475-61.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -14.41% | 47.11%-61.5pp | 27.45%-41.9pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,497 | $4,038-62.9% | $3,635-58.8% | $4,740-68.4% |
| Participant deferral / active EE | $4,286 | $5,291-19.0% | $4,728-9.3% | $6,400-33.0% |
| Admin fee / account holder | $207 | $7,489-97.2% | $6,410-96.8% | $11,426-98.2% |