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 | $42,290 | $97,757-56.7% | $83,848-49.6% | $135,375-68.8% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | -7.45% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,536 | $4,222-63.6% | $3,631-57.7% | $4,779-67.9% |
| Participant deferral / active EE | $4,119 | $4,682-12.0% | $4,082+0.9% | $5,609-26.6% |
| Admin fee / account holder | $158 | $6,674-97.6% | $5,478-97.1% | $10,827-98.5% |