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 | $50,907 | $133,958-62.0% | $112,228-54.6% | $134,475-62.1% |
| Participation rate | 82.6% | 78.6%+4.1pp | 75.1%+7.5pp | 81.2%+1.4pp |
| Annual return | -15.43% | 47.11%-62.5pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,229 | $4,038-44.8% | $3,635-38.7% | $4,740-53.0% |
| Participant deferral / active EE | $5,107 | $5,291-3.5% | $4,728+8.0% | $6,400-20.2% |
| Admin fee / account holder | $29 | $7,489-99.6% | $6,410-99.5% | $11,426-99.7% |