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 | $67,898 | $138,044-50.8% | $125,339-45.8% | $134,475-49.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -16.78% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,376 | $5,243-35.6% | $4,814-29.9% | $4,740-28.8% |
| Participant deferral / active EE | $7,982 | $7,799+2.4% | $7,446+7.2% | $6,400+24.7% |
| Admin fee / account holder | $177 | $11,571-98.5% | $10,010-98.2% | $11,426-98.4% |