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 | $42,913 | $160,055-73.2% | $140,016-69.4% | $135,375-68.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -2.80% | 911.38%-914.2pp | 651.12%-653.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,874 | $6,420-70.8% | $5,606-66.6% | $4,779-60.8% |
| Participant deferral / active EE | $7,501 | $7,642-1.8% | $6,927+8.3% | $5,609+33.7% |
| Admin fee / account holder | $6 | $13,328-100.0% | $10,705-99.9% | $10,827-99.9% |