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 | $51,153 | $211,958-75.9% | $169,463-69.8% | $135,375-62.2% |
| Participation rate | 82.6% | 82.6%0pp | 77.8%+4.8pp | 82.6%0pp |
| Annual return | -6.28% | 3.26%-9.5pp | 1.83%-8.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,012 | $5,120-60.7% | $4,159-51.6% | $4,779-57.9% |
| Participant deferral / active EE | $3,768 | $6,075-38.0% | $5,277-28.6% | $5,609-32.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |