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 | $77,359 | $133,958-42.3% | $112,228-31.1% | $134,475-42.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -12.44% | 47.11%-59.6pp | 27.45%-39.9pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,030 | $4,038-74.5% | $3,635-71.7% | $4,740-78.3% |
| Participant deferral / active EE | $4,085 | $5,291-22.8% | $4,728-13.6% | $6,400-36.2% |
| Admin fee / account holder | $8 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |