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 7-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 | $27,133 | $133,958-79.7% | $112,228-75.8% | $134,475-79.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -20.33% | 47.11%-67.4pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,209 | $4,038-45.3% | $3,635-39.2% | $4,740-53.4% |
| Participant deferral / active EE | $7,035 | $5,291+33.0% | $4,728+48.8% | $6,400+9.9% |
| Admin fee / account holder | $125 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |