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 | $64,630 | $133,958-51.8% | $112,228-42.4% | $134,475-51.9% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -20.11% | 47.11%-67.2pp | 27.45%-47.6pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,301 | $4,038-43.0% | $3,635-36.7% | $4,740-51.4% |
| Participant deferral / active EE | $6,668 | $5,291+26.0% | $4,728+41.0% | $6,400+4.2% |
| Admin fee / account holder | $14 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |