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 | $42,472 | $133,958-68.3% | $112,228-62.2% | $134,475-68.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -16.38% | 47.11%-63.5pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,737 | $4,038-32.2% | $3,635-24.7% | $4,740-42.3% |
| Participant deferral / active EE | $5,400 | $5,291+2.1% | $4,728+14.2% | $6,400-15.6% |
| Admin fee / account holder | $267 | $7,489-96.4% | $6,410-95.8% | $11,426-97.7% |