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 | $49,238 | $160,055-69.2% | $140,016-64.8% | $135,375-63.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -6.11% | 911.38%-917.5pp | 651.12%-657.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,742 | $6,420-57.3% | $5,606-51.1% | $4,779-42.6% |
| Participant deferral / active EE | $7,694 | $7,642+0.7% | $6,927+11.1% | $5,609+37.2% |
| Admin fee / account holder | $215 | $13,328-98.4% | $10,705-98.0% | $10,827-98.0% |