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 | $42,912 | $127,386-66.3% | $115,037-62.7% | $125,391-65.8% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -2.41% | 31.28%-33.7pp | 26.14%-28.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,539 | $5,166-70.2% | $4,608-66.6% | $4,866-68.4% |
| Participant deferral / active EE | $5,263 | $6,423-18.1% | $6,026-12.7% | $5,352-1.7% |
| Admin fee / account holder | $134 | $9,516-98.6% | $8,175-98.4% | $9,540-98.6% |