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 | $54,544 | $180,449-69.8% | $154,107-64.6% | $135,375-59.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -1.22% | 888.09%-889.3pp | 735.12%-736.3pp | 519.73%-521.0pp |
| Employer contribution / active EE | $5,482 | $6,035-9.2% | $5,298+3.5% | $4,779+14.7% |
| Participant deferral / active EE | $9,834 | $5,806+69.4% | $5,081+93.6% | $5,609+75.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |